NEW FEATURE REQUEST

Donor Communications

Showing 104

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...
about 1 year ago in Donor Communications 0 Not Prioritized

Format letters to create tear-off membership cards

Format letters to create printable, tear-off membership cards
about 1 year ago in 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.
about 1 year ago in Donor Communications / Timeline 0 Not Prioritized

Acknowledgement tasks should have the option to turn into acknowledgements on transactions

When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.
over 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Add "Do not text" as a communication restriction

As we move towards texting our donors, it would be helpful to be able to easily mark which ones request to not receive text (the same way we have that feat for calls).
about 3 years ago in Donor Communications 0 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
over 1 year ago in Donor Communications / Profile 0 Not Prioritized

Initiate Tribute Notification from Tribute Screen

The ability to initiate an acknowledgement letter for a Notificant should be available from the Tribute screen.
over 1 year ago in Tributes 1 Not Prioritized

Need to be able to control email preview header text

I don't want every email preview header text to start with "make a donation" because our masthead has a donate button. We will have to redesign it. This is a rather aggravating non feature of your email program. In other platforms we use the previ...
over 1 year ago in Email 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.
over 1 year ago in Tributes 1 Not Prioritized

Allow setting of notificant when adding Tribute from a donation

We like that you added the ability to Create New Tribute directly when entering a donation - thanks. But the creation form does NOT include a way to add a notificant for the tribute. Please add that. It is very easy to forget that you need to go b...
over 2 years ago in Transactions / Tributes 0 Not Prioritized