NEW FEATURE REQUEST

Pinned feature request

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PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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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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All Requests

Showing 508

Open the constituent profile by default instead of the summary

Open the constituent profile by default instead of the summary so that you can efficiently view & edit the profile details without having to navigate to the profile as an extra step.
about 2 years ago in Summary & Header 0 Not Prioritized

Create custom tribute types

Create custom tribute types so that you can clarify what the donor is specifically honoring using the type instead of the tribute's name. For example, instead of creating an "In honor of" tribute for "Jane's birthday", you might create an "In hono...
over 1 year ago in Tributes 0 Not Prioritized

Bulk update constituent status

Efficiently change the status on multiple constituents at once.
almost 3 years ago in Bulk Update 2 Not Prioritized

Track the job title and department for organization contacts

Track the job title and department for organization employees
almost 2 years ago in Profile 0 Not Prioritized

Link appeals to specific campaigns

Link appeals to specific campaigns so that when entering a gift you only see relevant appeals after you select the campaign.
over 1 year ago in Custom Data 0 Not Prioritized

Ability to add native fields into Online Fundraising forms

Ability to add native fields into Online Fundraising forms so you don't need to create a custom field to collect information. examples: job title, name title, birthday, employer
about 1 year ago in Online Fundraising 0 Not Prioritized

Preview the default payment confirmation email content

Preview the default payment confirmation email content (default form submission confirmation emails and payment confirmation emails) without looking up a help article.
about 1 year ago in Donor Communications / Forms / Payments 0 Not Prioritized

Streamline setting up an installment plan when creating a pledge

Streamline setting up an installment plan when creating a pledge so that you can more easily add pledges. Possible areas of friction: The majority of donors intend to make one payment, and don't have a specific date in mind. As a general rule of t...
about 1 year ago in Transactions 1 Not Prioritized

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

Show membership level, status, and renewal date in constituent header
over 1 year ago in Summary & Header 0 Not Prioritized

Online membership renewals

Way for existing members to renew online without creating a new membership
over 1 year ago in Online Fundraising 0 Not Prioritized