NEW FEATURE REQUEST

Pinned feature request

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PINNED 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...
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PINNED Print a batch of tax summaries for the year
I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
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All Requests

Showing 502

Merge duplicate tributes

Just as we can combine duplicate constituents, it would be extremely helpful if we could also combine duplicate tribute fields.
over 1 year ago in Tributes 1 Not Prioritized

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry. Examples: Preferred communication channel Do Not Mail preference Opted out of marketing emails
2 months ago in Transactions 0 Not Prioritized

Show transaction number in donation entry

My bookkeeper requires a transaction number or order number when entering transactions. Currently I have to pull a transaction number by creating a transaction report and then filtering for Method, then cash and check. It would be great to just se...
9 months ago in Transactions 0 Not Prioritized

Event Ticket Waitlist

Provide a waitlist for prospective attendees when a ticketed event is sold out. This would allow organizations to reach out to constituents on the waitlist, or even send an automated email when a ticket becomes available.
over 1 year ago in Event management 0 Not Prioritized

Add "group by" view for multi-select columns to only show single values

In reporting, users can group by a column. Column types where multiple values may be associated with a constituent will group by the various, multiple combinations of those values. Some users do not want all of the combinations and instead want a ...
5 months ago in Column Data / Groups 0 Not Prioritized

Delete a campaign

If a campaign is created in error it should be deletable if no transactions are associated with it
almost 2 years ago in Custom Data 0 Not Prioritized

Detach a payment from a schedule

Detach a payment from a schedule (pledge, recurring donation, or membership) so that it can be treated as a one-off donation or linked to a different schedule.
5 months ago in Transactions 0 Not Prioritized

More easily send a communication to all organization contacts related to a specific organization

More easily send a communication (like an email) to all employees of a company (eg "everyone who has an employee/employer relationship with Google")
about 1 year ago in Donor Communications 0 Not Prioritized

Bulk update constituent status

Efficiently change the status on multiple constituents at once.
over 2 years ago in Bulk Update 1 Not Prioritized

When opening an Add New Constituent dialog, put cursor in First Name box.

When opening a new data entry form, put an active cursor in the first field.
3 months ago in Profile 0 Not Prioritized