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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 ...
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!!

All Requests

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Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
7 months ago in Constituents / Transactions 0 Not Prioritized

"Add New" Option in Custom Data Dropdowns when creating a donation record

When entering a new donation, have an "Add New" option for the dropdowns like Campaign and Appeal. This helps streamline entry of gifts when for a new appeal or campaign.
12 months ago in Custom Data / Transactions 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...
about 1 year ago in Timeline / Transactions 2 Not Prioritized

Bulk delete selected email addresses

Mass delete selected email addresses so that you can remove information that is bad, has sloppy capitalization, or that you no longer want to track.
over 1 year ago in Bulk Delete 3 Not Prioritized

Ability to add soft credits on pledge payments

Would like to have the ability to add soft credit on pledge payments
about 2 years ago in Transactions 1 Not Prioritized

Improvements to tracking when only some of a donor's donations are anonymous

Improvements to tracking when only some of a donor's donations are anonymous so that you can differentiate which gifts they want to be anonymous and which ones they are okay being recognized publicly. If you like this idea, please leave a comment ...
7 months ago in Transactions 0 Not Prioritized

See pledge balance in constituent header or summary

I would like to see the balance on the Constituent's Profile, I mostly enter deposits on a daily and it makes it difficult to look for when a Constituent ask what their balance owed is.
over 2 years ago in Summary & Header 0 Not Prioritized

Delete a campaign

If a campaign is created in error it should be deletable if no transactions are associated with it
almost 2 years ago in Custom Data 0 Not Prioritized

Multifactor authentication options (MFA)

Additional multifactor authentication options, beyond the existing two factor authentication (2FA). Examples might include: Authenticator app or SMS
over 1 year ago in Users 3 Not Prioritized

More easily send a communication to all organization contacts related to a specific organization

More easily send a communication (like an email) to all employees of a company (eg "everyone who has an employee/employer relationship with Google")
over 1 year ago in Donor Communications 0 Not Prioritized