NEW FEATURE REQUEST

Pinned feature request

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PINNED Include soft credits in giving calculations like First, Largest, and Latest Transaction
Include soft credits in giving calculations like First, Largest, and Latest Transaction
Share feedback 11
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!!
Share feedback 4

All Requests

Showing 918 of 918

Request for Administrative Permissions to Reset Volunteer Passwords

Our volunteer program would benefit from having administrative (Manager) permissions to reset or set temporary passwords for our volunteers. Volunteers frequently reach out to our team when they encounter issues accessing the portal while trying t...
7 months ago in 4. Engagement (VMS) 1 Under Consideration

Option to edit an address for multiple household members

When you edit an address to a constituent who is in a household, provide an option to edit any identical addresses on the other members of the household at the same time.
almost 3 years ago in Relationship & Households 2 Not Prioritized

See Donor Groups in the constituent header or summary

See Donor Groups in the constituent header so you don't have to check on the Profile page to see if someone is New, Lapsed, etc.
about 2 years ago in Groups / Summary & Header 0 Under Consideration

Enhance the "Store as Default Values" feature

Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
about 1 year ago in Transactions 0 Not Prioritized

Ability to turn off notifications when administrator deletes shift

We create shifts in series for our recurring shifts. When we need to cancel a shift d/t holiday or closure, it notifies the volunteers that the shift has been cancelled. This notification is confusing to volunteers. We have adopted the work-around...
6 months ago in 3. Scheduling & Placement (VMS) / 4. Engagement (VMS) 0 Under Consideration

Recurring tasks for administrative work

Set up recurring to-dos not related to a specific constituent in order to easily stay on top of ongoing, internal administrative processes like data scrubbing, reporting, etc.
over 2 years ago in Task Management 4 Not Prioritized

Streamline creating organization contacts/employees

Streamline the steps to create a new constituent and add an employee/employer relationship. Known pain points include: Very different workflow for the 1st contact person vs the 2nd contact person Number of steps it takes to go to constituent dashb...
almost 2 years ago in Profile 2 Not Prioritized

Manage an organization's primary contact easily in a list of all organization contacts

See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
almost 2 years ago in Profile 1 Not Prioritized

Process Partial Refunds

Add the ability to refund only part of the transaction and not the entire transaction amount.
almost 3 years ago in Payments 8 Not Prioritized

Activity Log: There should be component that tracks volunteer shift sign-ups or cancellations within the volunteer's profile, so you can see when and how frequently volunteers removes themselves from a shift. Similar log of activity history to the email history feature.

This would allow our organization to identify if a volunteer was previously scheduled to an assignment and cancelled it. It would also allow us to see if a volunteer signed themselves up for a shift or if an Opportunity Manager signed the voluntee...
over 1 year ago in 3. Scheduling & Placement (VMS) 4 Under Consideration