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 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 919

Track County as part of a constituent's address

Some of our employees utilize counties when they are plotting out their constituent visits. It's helpful to know what county a city is in when doing this.
over 1 year ago in Profile 3 Not Prioritized

Volunteer ID Number for Sign In

For signing in, most volunteers do not remember their password they made their account with. If there was a way that volunteers can be assigned a ID/PIN number when they sign up and then when they come to clock in for a shift, they can just punch ...
over 1 year ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Disable scrolling on shift configuration "time" field

When I'm configuring/editing my shifts in the admin side, if I use the scroll wheel on my mouse to scroll the shift configuration down, if my cursor happens to be over one of the "time" fields as they pass by, the time gets changed. This happened ...
4 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Admin approval for volunteers adding remote hours

Some of our volunteers work remotely and their volunteer work is flexible and varying week to week. Some examples of these roles are our events committee, uploading photos and medical records to our cat software, board members, off-site adoption c...
over 1 year ago in 5. Attendance Tracking & Hours Worked (VMS) 1 Under Consideration

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

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

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

Option to Allow Event Attendees to Register Separately from Purchasing a Ticket

Optionally allow event participants to purchase tickets separately from registering. This drives increased ticket purchases by reducing the number of steps when purchasing tickets. Donors who are buying multiple tickets no longer have to fill out ...
over 2 years ago in Event management 1 Not Prioritized