NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
Share feedback 2
PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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All Requests

Showing 919

More options in the prefix (title) field

Expand the available options in the Title field to support a wider range of military, religious, or other types of titles.
almost 3 years ago in Profile 2 Not Prioritized

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

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

Consolidate the different timeline views

Eliminate the need to switch between "Timeline View" and "List View" in order to see relevant information.
over 1 year ago in Timeline 1 Under Consideration

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

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

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

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...
8 months ago in 4. Engagement (VMS) 1 Under Consideration

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