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 a Select All feature for an entire page of results in the duplicate list

A way to quickly select all ten duplicate constituents on a page at once.
about 2 years ago in Merge Duplicates 0 Released

Specify which fields you'd like to search within

More clearly communicate what fields the search will check by default, and allow you to specify if you want to only search within a specific field.
over 2 years ago in Search 0 Released

Check employer field when searching for constitunts

Find constituent records if you type their employer name in the search bar.
over 2 years ago in Search 0 Released