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 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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All Requests

Showing 504

Format letter envelopes

There is currently no way to format the envelope text in the Letters function. If you want the address in a different font (that matches the letter font, say) or you want the address block anywhere other than the exact middle, then you are out of ...
about 2 years ago in Donor Communications / Letters 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...
over 2 years ago in Tributes 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

Create non-donor surveys with custom audiences and questions

Create non-donor surveys with custom audiences and questions to analyze other kinds of constituents like board members, volunteers, program participants, etc.
10 months ago in Engagement Surveys 2 Not Prioritized

Option to create receipt letter during transaction entry (not just acknowledgement letters)

Currently, you can create an acknowledgement letter during transaction entry. If you want to create a payment confirmation receipt that does not serve as an acknowledgement, you can only do that from the Communications section. This idea would let...
9 months ago in Donor Communications / Transactions 0 Not Prioritized

Update style of UI components on transaction entry pages to be more legible and convenient

Update style of UI components on transaction entry pages to be more legible and convenient. Examples: When a fund, campaign, or appeal has a long name show the entire name Be able to access the save button without scrolling to the top of the page,...
9 months ago in Transactions 0 Not Prioritized

Have payments inherit custom field values from their parent schedule

Have payments (pledge, recurring, membership) inherit custom field values from their parent schedule
9 months ago in Transactions 0 Not Prioritized

Event Ticket Add-Ons/Additional Item Purchases (like Raffle Tickets, T Shirts, Meal Upgrades, etc.)

Create items for Events that can be bundled with Tickets or optionally purchased in addition to a ticket/registration. For example, buying a ticket to an event and an additional 5 raffle tickets, or a t-shirt, drinks package, or the ability to hav...
over 2 years ago in Event management 3 Not Prioritized

Enhance the forecasted revenue reporting functionality

Enhance the forecasted revenue reporting functionality to support more accounting forecast use cases.
9 months ago in Calculation and Analysis Tools 0 Not Prioritized

Send a payment reminder from a constituent's profile

Send a payment reminder from a constituent's profile so that you can quickly generate the invoice while you're looking at their record instead of sending it through the Communications section.
9 months ago in Constituents / Donor Communications 0 Not Prioritized