NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
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PINNED Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
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All Requests

Showing 502

Multiple Appeals on Online Donation Forms

Flexibility in customizing your donation forms to allow donors to select from multiple appeals.
over 2 years ago in Online Fundraising 1 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.
about 2 years ago in Letters / Tax Summaries 1 Not Prioritized

Add constituent to a specific group when they submit an online form

I need the ability for a user filling out a Constituent form to be automatically added to a specific User Group based on which form they fill out
8 months ago in Forms / Groups 1 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.
8 months ago in Custom Data 0 Not Prioritized

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
4 months ago in Reporting 0 Not Prioritized

Select Groups when adding a new constituent

It would be very helpful to be able to select the appropriate group for a new constituent when you are entering the data. As it is right now, you have to go into profile after the data is entered and then go down and select the group. It's hard to...
almost 2 years ago in Groups / Profile 0 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...
6 months ago in Donor Communications / Transactions 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.
6 months ago in Donor Communications / Forms / Payments 0 Not Prioritized

Have payments inherit notes from their parent schedule

Have payments (pledge, recurring, membership) inherit notes from their parent schedule
6 months ago in Transactions 0 Not Prioritized

Track intended payment method on schedules (pledges, recurring, membership) rather than just autoprocessing method

Currently when you create a schedule the Method field indicates whether you want the system to automatically process the payments. The options are none, EFT, and Credit Card. If you select EFT or Credit Card you are required to input the payment d...
6 months ago in Transactions 0 Not Prioritized