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 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!!
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All Requests

Showing 867

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 3 Not Prioritized

Ability to edit and organize Bloomerang template questions in the sign up form

The ability to reorder the Bloomerang required form questions to create a better application flow. And to be able to add more options to Bloomerang required questions such as gender.
over 1 year ago in 1. Recruitment (VMS) 0 Under Consideration

Customize included/excluded transaction types from First, Largest, and Latest Transaction columns

This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...
3 months ago in Calculation and Analysis Tools 0 Not Prioritized

Import recurring payments

Connect imported transactions to existing recurring gift schedules so they're categorized as recurring payments (rather than donations).
about 3 years ago in Import 2 Not Prioritized

Import pledge payments

Connect imported transactions to existing pledges so they're categorized as pledge payments (rather than donations).
about 3 years ago in Import 7 Not Prioritized

Donor pyramid data visualization

Chart showing the tiers of the donor pyramid (for example: small, mid-level, and major donors). Could include stats about the number of donors and dollars at each level, or click-through reports to a dynamic groups of constituents at each level.
12 months ago in Home Dashboard 4 Under Consideration

Smarter salutation name defaults when creating a new household

When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
7 months ago in Relationship & Households 1 Not Prioritized

Import relationships

A way to create relationships between constituents based on data in an external file (eg when onboarding from a legacy CRM system) Either: When importing new constituents, indicate how they should be related to existing constituents in your databa...
about 3 years ago in Import 1 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)
over 1 year ago in Profile 1 Not Prioritized

Apply third part gifts (soft credits) to recurring donation schedules

When a donor sends regular recurring payments through their donor advised fund, you can currently track the donation from the donor-advised fund, and give soft credit to the donor. This idea would also let you apply that soft credit to a recurring...
over 2 years ago in Transactions 9 Not Prioritized