NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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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 ...
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All Requests

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Include 'Additional Donation' capability to Membership forms

We use the standard form to allow our constituents to buy/renew memberships. It would be helpful to also give them the ability to make an extra donation in addition to the membership fee. This is something that many of our constituents take advant...
4 months ago in Donation Forms 0 Not Prioritized

Print sign up work flow questions

I use hard copies of applications for my physical files. I would be nice to have the custom questions and initial sign up questions be available to print and/or save as a PDF in a form setting for me to use for volunteer files.
4 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Break apart the "Mail" interaction channel into separate options for bulk mailings vs personal mail

Break apart the "Mail" interaction channel into separate options for bulk mailings vs personal mail so that you categorize and analyze the personal interactions.
over 1 year ago in Timeline 0 Not Prioritized

Edit Profile Data on Claimed Accounts

Admins should be able to update anything on a volunteer!!!! We do not allow our volunteers to update their information so we as Admins need to do it.
8 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Under Consideration

Automatically cc emails

When composing a volunteer email or using an email template, there no way to copy an individual automatically. We are sending a copy of the email to ourselves and then forwarding it to an individual to keep them apprised.Please consider adding a C...
7 months ago in 4. Engagement (VMS) 2 Under Consideration

Improve task reminder tools

Make it easier to keep track of your current, upcoming, and overdue tasks.
about 3 years ago in Task Management 9 Not Prioritized

Streamline generating soft credit acknowledgement letters

Currently, you can add a soft credit when you enter a transaction. After saving, you can navigate to the soft credit and generate an acknowledgment letter from the Edit Soft Credit screen. This workflow takes several steps and could be streamlined...
about 1 year ago in Donor Communications / Transactions 1 Not Prioritized

Age and gender requirements for opportunities.

I have volunteer opportunities that are only open to 18+ and others that are only available to 12+. I would love to see that when a volunteer puts their birthdate on the registration form, for a pop up to happen that would allow my organization to...
6 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Under Consideration

Import email interests/unsubscribe/opt-out preferences

An efficient way to update constituents' email interests and opt out requests based on information in a spreadsheet.
almost 3 years ago in Import 8 Not Prioritized

Dynamic donor giving level groups

Dynamic donor giving level groups to automatically categorize current donors based on their cumulative giving over the last 13 months.
about 1 year ago in Groups 0 Under Consideration