NEW FEATURE REQUEST

Pinned feature request

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PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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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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Create a constituent from the relationship screen

It would make sense and save time that if you search for a constituent in the relationship screen and are unable to find them then you could have the option to add them, otherwise you have to back out of it and go to a whole new screen to add them...
over 2 years ago in Relationship & Households 3 Not Prioritized

Support multiple suffixes on a constituent

Support multiple suffixes on a constituent so that you can track multiple professional certifications in the suffix field, rather than relying on tracking the suffixes as part of the salutation names.
over 1 year ago in Profile 2 Not Prioritized

Bulk update transaction non-deductible amount

Efficiently change the non-deductible amount on multiple transactions at once.
over 2 years ago in Bulk Update 0 Not Prioritized

Automatically run letter

We would like to generate a letter when it is a constituents birthday AND have it create an interaction when the letter is generated.
over 1 year ago in Letters 0 Not Prioritized

Offer True Impact option on membership forms

Offer True Impact option on membership forms so that constituents can add an extra donation when joining as a member.
over 1 year ago in Online Fundraising 0 Not Prioritized

Improvements to tracking when only some of a donor's donations are anonymous

Improvements to tracking when only some of a donor's donations are anonymous so that you can differentiate which gifts they want to be anonymous and which ones they are okay being recognized publicly. If you like this idea, please leave a comment ...
about 1 year 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...
over 1 year ago in Transactions 0 Not Prioritized

Ability to update the non-deductible amount on a membership level once it's in use

Ability to update the non-deductible amount on a membership level once it's in use
about 1 year ago in Custom Data / Transactions 0 Not Prioritized

Use interaction custom fields on tasks

Use interaction custom fields on tasks so that you can segment tasks based on custom information and track the values on the interactions created when you complete the task.
about 2 years ago in Task Management 2 Not Prioritized

Track the fundraiser who interacted with a donor without using the Created By field on interactions

If i want to do a bulk import of interactions for multiple members of my team, I want to properly credit each team member. I can only do that if I can include the created by tag. For example: Several people in our organization sent 50 Christmas ca...
almost 2 years ago in Timeline 0 Not Prioritized