NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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All Requests

Showing 919

Backdate the start date for recurring donation schedules

Backdate the start date for recurring donation schedules so that you can track schedules that were started before the day you entered them in the CRM.
about 1 year ago in Transactions 1 Not Prioritized

Formatted pdf report of shift volunteers with automatic send

We would like a weekly report that shows the volunteers signed up by Opportunity by shift in a printable format. The excel download is awkward (too much extra information included) and requires much mainpulation to print this out in an easily read...
3 months ago in 7. Reporting & Data Visualization (VMS) 1 Under Consideration

Flexible options in the gender field

Collecting a constituent's gender isn't a commonly used data point for most fundraisers - but for those who do find it useful, you often need more flexible options than just "male" and "female". This idea would free up the Gender options either by...
almost 3 years ago in Profile 9 Not Prioritized

Adding multiple tributes to a single gift

We often have donors who give one gift and ask for multiple tributes. It would be helpful if we could assign multiple tributes to one gift. As of now, I am either splitting the gift or creating a tribute with two names. When I go to pull gifts by ...
over 2 years ago in Transactions / Tributes 5 Not Prioritized

Review which import rows will create new constituents vs update existing constituents

Better support for troubleshooting and correcting information when constituents in the import file don't match an existing constituent record.
almost 3 years ago in Import 3 Not Prioritized

Exclude No-Shows from Post-Shift Automations

Not sending thank you emails to volunteers who do not show up. We are having volunteers try to use their "Thank You for volunteering" emails as confirmation for hours worked (that they didn't actually work).
5 months ago in 4. Engagement (VMS) 0 Under Consideration

Tag Synch from Volunteer to Donor

We need to be able to have tags in the volunteer system synch with the donor system. Right now we have to export and import from each sytem weekly and it's a big waste of time.
6 months ago in VMS Integrations & API 0 Under Consideration

Groups - Ability to add number of participants by date instead of by group

We have regular groups that visit every week. Instead of adding the same group as multiple entries, it would be helpful to be able to add the total volunteers committed to the "Group Hours Worked" by date for proper calculations. The same group ma...
6 months ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

I would like to see transaction Revenue instead of Raised on the Main Dashboard

We track fundraising success based on revenue and not raised. We would rather have the option to show the actual dollars during the time period listed and not only the raised amount.
over 2 years ago in Home Dashboard 2 Under Consideration

Check for potential duplicates when creating a new constituent

Check for potential duplicates when creating a new constituent so you can update the existing constituent right away instead of checking the duplicate constituents tool later.
about 2 years ago in Merge Duplicates 0 Not Prioritized