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 918 of 918

Attach files to a constituent profile

Upload a file attachment to a constituent without linking it to a transaction, interaction, or timeline note.
about 2 years ago in Profile 2 Not Prioritized

Copy Questions from one opportunity to a new opportunity

I am adding a new opportunity that has a few questions that need to be asked that are in another opportunity. They are not organization level questions, so they do not apply at the organization level. Please add this feature as you have copy capab...
about 1 month ago in 1. Recruitment (VMS) 0 Under Consideration

Include 'Additional Donation' capability to Membership forms

We use the standard form to allow our constituents to buy/renew memberships. It would be helpful to also give them the ability to make an extra donation in addition to the membership fee. This is something that many of our constituents take advant...
4 months ago in Donation Forms 0 Not Prioritized

Print sign up work flow questions

I use hard copies of applications for my physical files. I would be nice to have the custom questions and initial sign up questions be available to print and/or save as a PDF in a form setting for me to use for volunteer files.
4 months ago in 2. Qualifying, Screening, & Records (VMS) 0 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.
10 months ago in Relationship & Households 1 Not Prioritized

Track sub-memberships

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
over 1 year ago in Online Fundraising / Transactions 0 Not Prioritized

Checkbox custom fields

A way to indicate a custom field should be a checkbox so that you don't need to create a True/False field.
over 1 year ago in Custom Data 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
almost 2 years ago in Timeline 0 Not Prioritized

Embed videos in email so they open on the same screen as the email

Embed videos in email so they open on the same screen as the email
about 2 years ago in Donor Communications / Email 2 Not Prioritized

Format letter address labels

Format letter address labels so that you can have more control over the appearance of the label.
about 2 years ago in Donor Communications / Letters 1 Not Prioritized