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
Share feedback 11
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

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Customize included/excluded transaction types from First, Largest, and Latest Transaction columns

This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...
6 months ago in Calculation and Analysis Tools 1 Not Prioritized

Sort related constituents alphabetically by last name or sort name

Sort related constituents alphabetically by last name or sort name so you can more easily skim the list.
about 2 years ago in Relationship & Households 2 Not Prioritized

Campaign Goal website thermometer / progress visual

I need a way to show donors how close we are to our campaign goal with a website visual, like a goal thermometer.
almost 2 years ago in Home Dashboard 0 Under Consideration

Bulk update the acknowledgement status on transactions

Efficiently change the acknowledgement status on multiple transactions at once.
almost 3 years ago in Bulk Update 3 Not Prioritized

Create membership schedules and payments using Qgiv forms

Create membership schedules and payments using Qgiv forms
over 1 year ago in Online Fundraising 1 Not Prioritized

Anniversary Reminder Function

. I can’t set up a report or schedule a function to send an anniversary email to donors (their first, second, etc. anniversary of their first gift. This would be especially effective for recurring donors. 
over 1 year ago in Email / Journey Automation 1 Under Consideration

Change default for number of items in list

Provide the ability to change the default for how many items will appear in a list. It would be helpful if I could change the default from 25 to a higher number like 100 as we have many items (like schedule).
about 2 months ago in 7. Reporting & Data Visualization (VMS) 1 Under Consideration

Option for automatic membership renewals to be opt-in instead of opt-out on forms

Please consider the Membership Portal to have the Auto renewal as an "Opt In", not an "Opt Out". this would match the settings in the Donor database - having them different will be very confusing to our current membership using our current form in...
about 1 year ago in Online Fundraising 0 Not Prioritized

Visibility of volunteers already signed up

Volunteers have asked that they be able to see who is already signed up for a shift before they themselves sign up. This could be a toggleable option, as I'm sure there are organizations that wouldn't want to reveal that information. However, many...
over 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Have payments inherit custom field values from their parent schedule

Have payments (pledge, recurring, membership) inherit custom field values from their parent schedule
about 1 year ago in Transactions 2 Not Prioritized