NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

Showing 508

Move a transaction and payment method to another constituent

Note: The root issue for most of the requests seems to be payments made through online forms on behalf of an organization. If that's your case, too, please check out Move a transaction and payment method to another constituent and upvote that firs...
about 1 year ago in Payments / Transactions 5 Not Prioritized
121 VOTE

Better workflow when household member becomes deceased

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
over 2 years ago in Relationship & Households 6 Not Prioritized
139 VOTE

Option to require custom fields for specific online forms, without having them be required for manual entry

Currently, constituents do not need to fill out custom fields to submit a form. And oftentimes an organization wants a field to be required for a specific form, but not for all their constituents or transactions. Adding the option to make custom f...
about 3 years ago in Forms / Online Fundraising 6 Not Prioritized

Improve letter list navigation (search, sort, folders, deactivate)

Improve letter list navigation (search, sort, folders) so that you can organize and find letters easily.
about 2 years ago in Donor Communications / Letters 8 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
11 months ago in Bulk Update / Relationship & Households 9 Not Prioritized

Add option to create relationship in the merge duplicates tool

Add option to create relationships in the merge duplicates tool, e.g. employer and employee, husband and wife
8 months ago in Merge Duplicates 0 Not Prioritized

Add the ability to set a parent company for individual business locations

It would be helpful to those nonprofits who receive donations from local stores to be able to link those stores with their parent company. That way, we could easily see the overall donation data for a company, while still being able to credit the ...
3 months ago in Constituents 1 Not Prioritized
105 VOTE

Export multi-line addresses as separate columns for mailhouses

Export multi-line address blocks in a way that's easy for a mailhouse to handle. Maillhouses often ask their customers to split the addresses into multiple columns before sending a file to them.
over 2 years ago in Reporting 17 Not Prioritized
103 VOTE

Maiden Name or Alias field to check when searching

A way to track other names a constituent might use (such as maiden name or nickname) so you can search for the person more easily.
over 2 years ago in Search 5 Not Prioritized

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...
9 months ago in Relationship & Households 2 Not Prioritized