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.
Create a single transaction and assign out soft credits for each individual donor listed in a spreadsheet. Examples: United Way, Network for Good, Benevity, YourCause
Can you add a feature to move a volunteer from one date/time shift to another date/time shift. Right now it is a 2 step process of unscheduling the volunteer and then going to roster mode to schedule the new date and time.
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.
Track sub-memberships -- scenarios where one constituent pays for the membership, then they and multiple other constituents are considered members. Examples: Household memberships Organization employee memberships
Ability to add soft credits on recurring donation payments (vs just schedules)
When a donor sends regular recurring payments through their donor advised fund, you should be able to both track that it's a recurring gift and give soft credit to the person who influenced the gift.
over 2 years ago
in Transactions
9
Not Prioritized