NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
Share feedback 8
PINNED Print a batch of tax summaries for the year
I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
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All Requests

Showing 502

View timeline as fiscal year versus calendar year

It would be great to be able to easily see a constituent's fiscal year giving versus calendar year giving in the timeline format.
over 2 years ago in Timeline 1 Not Prioritized

Delete a value from pick-multiple and pick-one custom fields

Delete a custom field value without deleting the entire field or painstakingly removing the value from each constituent record.
about 2 years ago in Custom Data 0 Not Prioritized

Indicate if tribute is also a constituent

Currently, tributes don't have to be constituents, which can be helpful if they aren't directly engaged with your organization (for example, an animal welfare organization may receive gifts "in honor of my dog Scout"). But when the person named in...
about 2 years ago in Tributes 1 Not Prioritized

Track the job title and department for organization contacts

Track the job title and department for organization employees
about 1 year ago in Profile 0 Not Prioritized

See all interactions with current and past organization contacts on an organization's timeline

See all interactions with current and past employees on an organzation's timeline
about 1 year ago in Timeline 0 Not Prioritized

More easily send a communication to specific organization contacts related to a specific organization

More easily send a communication to specific employees of a company (eg tag which contact should receive acknowledgements).
about 1 year ago in Donor Communications 0 Not Prioritized

Ability to customize the format of tax summaries

Ability to customize the format of tax summaries like color, spacing, etc.
8 months ago in Tax Summaries 1 Not Prioritized

Mark whether a phone number is bad/inactive

Mark whether a phone number is bad so that you can hang onto old contact information without accidentally thinking it's still good or jotting it down in a timeline note.
over 1 year ago in Profile 0 Not Prioritized

Show membership level, status, and renewal date in constituent header

Show membership level, status, and renewal date in constituent header
8 months ago in Summary & Header 0 Not Prioritized

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
over 2 years ago in Import / Relationship & Households 0 Not Prioritized