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 ...
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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 866
252 VOTE

Bulk update custom fields on constituents

Efficiently change a custom field value on multiple constituents at once.
about 3 years ago in Bulk Update 9 Not Prioritized

Make a payment online on behalf of an organization

Currently, all online form submissions are linked to or create new individual constituents. When someone makes a payment on behalf of an organization (eg signing up to become an event sponsor) a user has to notice the payment and move it to the co...
10 months ago in Online Fundraising 6 Not Prioritized

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 ...
10 days ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Bulk update relationships for multiple constituents

I would like to be able to update existing relationships for many constituents at once by setting filter criteria for one or both constituents in the relationships. Example: update all Father-Son relationships to Parent-Child.
10 days ago in Bulk Update 0 Not Prioritized

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
5 months ago in Custom Data / Relationship & Households 0 In Progress
185 VOTE

Option to Reorder Dashboard widgets

I use all the Dashboard widgets, but I would be more efficient if I could order them in a way that better meets my priorities and processes.
almost 3 years ago in Home Dashboard 2 Under Consideration
149 VOTE

Autofill City and State based on Zip Code

More quickly and accurately enter address information.
over 2 years ago in Profile 2 Not Prioritized

Owning Template Data / Edit Claimed Account Data

We'd like to be able to recruit new volunteers and allow them to add their information directly to the database using the form, but we don't want them to have claimed accounts. We need to retain access to those fields to add important updates. Add...
about 1 month ago in 1. Recruitment (VMS) 0 Under Consideration
104 VOTE

Update all salutation name fields when changing a constituent's name

It would be useful when you make a spelling change to the constituent name that it would update in all the other name fields (formal name, envelope name etc)
almost 2 years ago in Profile 2 Not Prioritized

Can you add in a button for Instagram please

We see that you have both Facebook and linkedin, but no Instagram. A lot of our supporters and people (who also offer services) all have Instragram accounts
about 2 months ago in 1. Recruitment (VMS) 1 Under Consideration