NEW FEATURE REQUEST

Pinned feature request

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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
Share feedback 10
PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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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.
almost 2 years ago in Summary & Header 0 Not Prioritized

See a constituents primary address in the search preview

See a constituents primary address in the search preview so it's easier to distinguish people with similar names.
10 months ago in Search 0 Not Prioritized

See in-kind fair market value (instead of amount) on the timeline

We receive a lot of in-kind donations. These all show up in the constituent timeline as donations with amount of $0.00. It would be much more helpful if we could customize the timeline display to show more relevant information for in-kind donation...
over 1 year ago in Timeline / Transactions 2 Not Prioritized

See communication restrictions in the constituent header or summary

Having "communication preferences" on the "summary page" would allow users to quickly access this information. Communication preference is an important piece of information related to constituents. Before we contact a constituent individually (not...
almost 2 years ago in Summary & Header 1 Not Prioritized

Ticket Purchase Transaction Type for Events

A transaction type of ticket purchase for an event that shows the breakdown of the ticket order, including fees. If an attendee is associated with any of the tickets, the ticket is linked to the attendee.
over 1 year ago in Event management  / Transactions 2 Not Prioritized

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.
over 2 years ago in Letters / Tax Summaries 2 Not Prioritized

Import tasks

Import tasks from a csv so that you can organize your cultivation plans in a spreadsheet instead and add them all at once instead of in batches or one-by-one.
almost 2 years ago in Import 3 Not Prioritized

Track lifetime memberships

Track lifetime memberships that never lapse using the membership management feature. This would let you can see whether someone is a lifetime member in the same places you'd see paying memberships.
about 1 year ago in Custom Data 0 Not Prioritized

Track the job title and department for organization contacts

Track the job title and department for organization employees
over 1 year 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