NEW FEATURE REQUEST

Pinned feature request

View all
PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
Share feedback 2
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
Share feedback 11

All Requests

Showing 508

Update style of UI components on transaction entry pages to be more legible and convenient

Update style of UI components on transaction entry pages to be more legible and convenient. Examples: When a fund, campaign, or appeal has a long name show the entire name Be able to access the save button without scrolling to the top of the page,...
about 1 year ago in Transactions 0 Not Prioritized

Ability to partially write off a pledge

Ability to partially write off a pledge so you can track that some payments are still expected but the full pledge amount won't be met.
about 1 year ago in Transactions 0 Not Prioritized

Search for constituents based on zip code

It is often useful to search a constituent by zip code, as other details of their record may be misspelled or not provided.
about 1 year ago in Search 0 Not Prioritized

Don't add bounced/dropped emails as donor interactions

If an email to a constituent bounces or dropps, then it should NOT be added an interaction. Otherwise we believe that they have been receiving our emails all along. I have to comb through individual bounces and drops to know if they got it or not.
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Show a potential duplicate match even if only the phone numbers match

If two constituents have identical phone numbers but their names are spelled differently, show them as potential matches in the duplicate report.
over 2 years ago in Merge Duplicates 0 Not Prioritized

Ability to replicate values from one custom field when creating another custom field

It would be very useful to be able to save lists that we could choose from when creating custom fields. For example, I will use the same list for "point of contact" in many different sections and custom fields. It would be nice to not have to type...
about 1 year ago in Custom Data 0 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.
about 2 years ago in Bulk Delete 3 Not Prioritized

Edit data in a constituent field without making the whole page edit-mode

Edit data in a constituent field without making the whole page edit-mode, so that you can update data without scrolling back and forth or seeing the edit versions of custom fields you aren't trying to update.
almost 2 years ago in Profile 0 Not Prioritized

The Date of a membership schedule should be based on the Start Date, not Created Date

It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
about 1 year ago in Timeline 1 Not Prioritized

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...
12 months ago in Constituents / Transactions 0 Not Prioritized