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
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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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All Requests

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Add fundraised total to giving summary

add fundraised total to fundraiser's giving summaries on their account. Similar to soft credits with the graph and include it in the lifetime total. This way we can see the actual amount the constituent has brought to our org, which is their donat...
3 months ago in Summary & Header 0 Not Prioritized

Import email interests/unsubscribe/opt-out preferences

An efficient way to update constituents' email interests and opt out requests based on information in a spreadsheet.
almost 3 years ago in Import 7 Not Prioritized

Option for automatic membership renewals to be opt-in instead of opt-out on forms

Please consider the Membership Portal to have the Auto renewal as an "Opt In", not an "Opt Out". this would match the settings in the Donor database - having them different will be very confusing to our current membership using our current form in...
about 1 year ago in Online Fundraising 0 Not Prioritized

Create a recurring schedule that will be split across multiple funds/campaigns/etc

Currently, you can create multiple schedules with distinct funds, campaigns, and appeals. If the schedules have autoprocessing set up, donors are charged one payment, which is tracked as a split payment. If the schedules don't have autoprocessing,...
about 1 year ago in Transactions 2 Not Prioritized

List upcoming pledge installments in letters and emails

List upcoming pledge installments in letters and emails so that you can communicate with a donor about all their upcoming payments.
about 1 year ago in Donor Communications 0 Not Prioritized

Tell that a pledge is written off from the timeline

When looking at the timeline of a constituent - a written off pledge still shows the original pledge balance rather than the balance after write-off. This is deceiving unless you actually go into the transaction and see it has been written off.
about 1 year ago in Timeline 0 Not Prioritized

Sort related constituents alphabetically by last name or sort name

Sort related constituents alphabetically by last name or sort name so you can more easily skim the list.
about 2 years ago in Relationship & Households 2 Not Prioritized

Automatically update communication restrictions when a constituent is marked as deceased

If I mark a constituent's status as deceased, it should make the mailing status match. If I mark the primary address as bad address, it should update the mailing status.
over 1 year ago in Donor Communications / Profile 1 Not Prioritized

Sync tasks with calendar

It would be much more useful when I create a task for it to be added to my Outlook calendar rather than reminders to be sent through email.
about 3 years ago in Task Management 1 Not Prioritized

Merge duplicate tributes

Just as we can combine duplicate constituents, it would be extremely helpful if we could also combine duplicate tribute fields.
over 2 years ago in Tributes 4 Not Prioritized