NEW FEATURE REQUEST

Pinned feature request

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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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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

Showing 503
111 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 5 Not Prioritized
133 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...
almost 3 years ago in Forms / Online Fundraising 6 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
4 months ago in Merge Duplicates 0 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.
almost 2 years ago in Donor Communications / Letters 5 Not Prioritized
101 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 15 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...
5 months ago in Relationship & Households 2 Not Prioritized

Update details on a refunded payment

Update details on a refunded payment, such as the acknowledgement status or note, without removing and re-adding the refund.
about 1 month ago in Transactions 0 Not Prioritized

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

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
7 months ago in Bulk Update / Relationship & Households 3 Not Prioritized

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
almost 2 years ago in Profile 5 Not Prioritized