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 Include soft credits in giving calculations like First, Largest, and Latest Transaction
Include soft credits in giving calculations like First, Largest, and Latest Transaction
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All Requests

Showing 919

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

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

Track just the month and date of a birthday, without the year

Track just the month and date of a birthday, without the year, so that you can segment birthday communications without collecting full birthdates, filling in fake years, or using custom fields.
about 2 years ago in Profile 3 Not Prioritized

Track Appeal Goals on the Main Dashboard

I use appeals for goal tracking and would like a way to visualize my progress.
over 2 years ago in Home Dashboard 2 Under Consideration

Running reports about total # of volunteers

Trying to find the total # of volunteers in the last fiscal year, or you could use a 3-year rolling average?
about 2 months ago in 7. Reporting & Data Visualization (VMS) 0 Under Consideration

Ability to print volunteer application in convenient format

Please create an option to print a submitted application in a PDF form. Currently there is no way to print the application in a convenient format that is easily readable.
9 months ago in 1. Recruitment (VMS) 1 Under Consideration

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

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

Customizable URL for our pages

It would be nice to have a customizable URL for our volunteer and donor pages.
about 1 year ago in 1. Recruitment (VMS) 1 Under Consideration

Volunteer Shift Cancellation Confirmation Email Automation

We would like to be able to create an automation that sends an email to confirm that will send when a volunteer cancels their shift. They get a confirmation email when they sign up for a shift so it seems like we should be able to send an automati...
about 2 months ago in 4. Engagement (VMS) 0 Under Consideration