NEW FEATURE REQUEST

Pinned feature request

PINNED Print a batch of tax summaries for the year
I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
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Donor Communications

Showing 112

Format letter address labels

Format letter address labels so that you can have more control over the appearance of the label.
over 1 year ago in Donor Communications / Letters 1 Not Prioritized

Send a payment reminder from a constituent's profile

Send a payment reminder from a constituent's profile so that you can quickly generate the invoice while you're looking at their record instead of sending it through the Communications section.
6 months ago in Constituents / Donor Communications 0 Not Prioritized

Create custom tribute types

Create custom tribute types so that you can clarify what the donor is specifically honoring using the type instead of the tribute's name. For example, instead of creating an "In honor of" tribute for "Jane's birthday", you might create an "In hono...
7 months ago in Tributes 0 Not Prioritized

Resizable text boxes

Resizable text boxes or a way to enlarge text boxes to better view information. This would especially be useful for notes & interactions. My nonprofit likes to copy and paste entire emails we have sent, but the box is so small. The text box I'...
almost 2 years ago in Donor Communications / Timeline 5 Not Prioritized

Ability to customize the format of tax summaries

Ability to customize the format of tax summaries like color, spacing, etc.
8 months ago in Tax Summaries 1 Not Prioritized

More easily send a communication to specific organization contacts related to a specific organization

More easily send a communication to specific employees of a company (eg tag which contact should receive acknowledgements).
about 1 year ago in Donor Communications 0 Not Prioritized

Indicate if tribute is also a constituent

Currently, tributes don't have to be constituents, which can be helpful if they aren't directly engaged with your organization (for example, an animal welfare organization may receive gifts "in honor of my dog Scout"). But when the person named in...
about 2 years ago in Tributes 1 Not Prioritized

Option to send a single acknowledgement or payment receipt for split transactions

When a split transaction is processed, an email receipt is sent for each split. We have a number of donors who give a monthly recurring gift split between multiple funds, so they receive three emails or more for each donation every month. It would...
10 months ago in Automation / Payments 0 Not Prioritized

Add constituent to a specific group when they submit an online form

I need the ability for a user filling out a Constituent form to be automatically added to a specific User Group based on which form they fill out
7 months ago in Forms / Groups 1 Not Prioritized

Option to create receipt letter during transaction entry (not just acknowledgement letters)

Currently, you can create an acknowledgement letter during transaction entry. If you want to create a payment confirmation receipt that does not serve as an acknowledgement, you can only do that from the Communications section. This idea would let...
6 months ago in Donor Communications / Transactions 0 Not Prioritized