It would be helpful to have a way to change the language in our email footer from Unsubscribe to Opt Out or Manage Communication Preferences. We have some supporters who aren't seeing or emails because they have filters flagging the word Unsubscri...
Adding a section to track a tributes date of passing
Having a field to track the day someone passed away. This would be very helpful for anniversary letters to families and people who have donated in memory of a family or friend. It would save time when generating letters and reports on tributes who...
Getting notified when someone else writes a note to a task that I created
When I put in atask for someone else and they want to add to the task through adding in the notes or if they wish to mark it as complete, I would like to be notified since I was the one who initially created the task.
When I click on a task, the window that pops up contains only email and not an address, which is the piece of information I need. I preferred the previous version, where it opened the task in the constituent's record.
When searching for a tribute, show recently used tributes first
When tributes are added to a donation, the pop up box should show recently used tributes so you don't have to search a name every time, then click on it. This would save time when entering multiple donations with the same tribute.
Currently the system only allows for a list of email interests with no ability to indicate the meaning. This means that we have no way of offering to the donor a value proposition for receiving that type of email. Without that, many donors opt out...
Tribute Notificant Letter merge field that lists just the donor names in a vertical list
This idea would be similar the donor address block merge field, but just listing the names. Target use case would be for users who want to share just the donor names (no addresses) and prefer the vertical formatting of the Donor Address Block.