NEW FEATURE REQUEST

Donor Communications

Showing 120

Increase limit for bulk tasks

Please increase the bulk task limit to more than 1000 per bulk task.
about 2 years ago in Donor Communications / Email 0 Not Prioritized

Show the date a tax summary was created in user's local time zone, not UTC

Show the date a tax summary was created in user's local time zone, not UTC
3 months ago in Tax Summaries 0 Not Prioritized

Include volunteer activity section in tax summaries

Include volunteer activity section in tax summaries to recognize the amount of time the constituent volunteered in the last year.
6 months ago in Tax Summaries / VMS Integrations & API 0 Coming Soon

Invoice tracking

Track invoices as a distinct communication type, separate from pledge reminders. Example features: Track whether a gift schedule has received an invoice Track the date the most recent invoice was sent Export the invoice date to a file for accounti...
6 months ago in Donor Communications 0 Not Prioritized

Easier way to target a communication to constituents whose gift schedule is not automatically renewing

Easier way to target a communication to constituents whose gift schedule is not automatically renewing. The current workflow to filter for transactions whose payment method is "None" is unintuitive.
6 months ago in Donor Communications / Filters 0 Not Prioritized

Membership summary fields in constituent emails, letters, and reports

Membership summary fields in constituent emails, letters, and reports
6 months ago in Column Data / Email / Letters 0 Not Prioritized

Membership-specific interaction purposes

Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.
6 months ago in Donor Communications / Timeline 0 Not Prioritized

When searching for a tribute, show if it's in honor or memory

When you search for someone in the tribute section of a donation, if they are already added it needs to show if that person was added for honor or in memory.
11 months ago in Tributes 0 Not Prioritized

Edit tribute details from a transaction

Edit all tribute details from a transaction so you don't have to open the tribute in a new tab or search the tribute list in order to modify it.
over 1 year ago in Tributes 0 Not Prioritized

Indicate which tribute(s) a constituent is the notificant for on their constituent record

Easily if a constituent is a notificant for any tributes so you have that context handy in your converstations with them.
about 2 years ago in Tributes 0 Not Prioritized