NEW FEATURE REQUEST

Pinned feature request

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PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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All Requests

Showing 508

Attach files to a constituent profile

Upload a file attachment to a constituent without linking it to a transaction, interaction, or timeline note.
almost 2 years ago in Profile 2 Not Prioritized

Create a notificant on the Tribute page

Imagine if there were a way to set up a new notificant record from right on the Tribute page - a shortcut to add just the most relevant information like: First and Last Name Contact info (likely address or email) Constituent status (if you don't w...
over 2 years ago in Tributes 2 Not Prioritized

Embed videos in email so they open on the same screen as the email

Embed videos in email so they open on the same screen as the email
almost 2 years ago in Donor Communications / Email 2 Not Prioritized

Check for potential duplicates when creating a new constituent

Check for potential duplicates when creating a new constituent so you can update the existing constituent right away instead of checking the duplicate constituents tool later.
almost 2 years ago in Merge Duplicates 0 Not Prioritized

Streamline generating soft credit acknowledgement letters

Currently, you can add a soft credit when you enter a transaction. After saving, you can navigate to the soft credit and generate an acknowledgment letter from the Edit Soft Credit screen. This workflow takes several steps and could be streamlined...
11 months ago in Donor Communications / Transactions 1 Not Prioritized

Track County as part of a constituent's address

Some of our employees utilize counties when they are plotting out their constituent visits. It's helpful to know what county a city is in when doing this.
over 1 year ago in Profile 2 Not Prioritized

Save changes on the constituent profile without scrolling to the top of the page

Save changes on the constituent profile without scrolling to the top of the page
almost 2 years ago in Profile 2 Not Prioritized

Ability to sort letters alphabetically by name

I would love to be able to sort a batch of letters alphabetically by name. This would help with matching up labels or envelopes to the letters. It would also reduce errors when you have to segment the batch so that multiple volunteers can work on ...
over 2 years ago in Donor Communications / Letters 4 Not Prioritized

Option to Allow Event Attendees to Register Separately from Purchasing a Ticket

Optionally allow event participants to purchase tickets separately from registering. This drives increased ticket purchases by reducing the number of steps when purchasing tickets. Donors who are buying multiple tickets no longer have to fill out ...
over 2 years ago in Event management 1 Not Prioritized

Create non-donor surveys with custom audiences and questions

Create non-donor surveys with custom audiences and questions to analyze other kinds of constituents like board members, volunteers, program participants, etc.
about 1 year ago in Engagement Surveys 2 Not Prioritized