NEW FEATURE REQUEST

Pinned feature request

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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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PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
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All Requests

Showing 502

Bulk update task due date

Hi, I created a bulk task from a report (first time) then realized I needed to edit the due date - I had almost 1400 records and couldn't edit/delete or complete them in bulk. I was able to bulk delete and create a new bulk task BUT it would be am...
4 months ago in Bulk Update 0 Not Prioritized

Bulk update note on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the notes for the transactions as well. Could save a lot of time.
about 1 year ago in Bulk Update 0 Not Prioritized

See System-defined static Groups in the constituent header or summary

See Static Groups in the constituent header so you don't have to check on the Profile page to see if someone is as a board member, former board member, volunteer, or staff.
11 months ago in Groups / Summary & Header 0 Not Prioritized

See year-to-date revenue on constituent summary

As we cultivate donors at the end of the year, it would be really helpful for us to have the YTD totals easily viewable (without having to toggle into a report every time or look up their YTD giving total with their timeline), to save time and add...
about 1 year ago in Summary & Header 0 Not Prioritized

Export all email addresses for a constituent without using the Database Export

Export all email addresses for a constituent without using the Database Export so that you can send a mass email to all of a constituent's email addresses.
over 1 year ago in Reporting 1 Not Prioritized

Bulk delete selected addresses

Mass delete selected addresses so that you can remove information that is bad, have sloppy capitalization, typos, or inconsistent formatting, or that you no longer want to track.,
over 1 year ago in Bulk Delete 0 Not Prioritized

Change username

Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
over 1 year ago in Users 0 Not Prioritized

See informal name in the constituent header

See informal name in the constituent header without having to go to the Profile page.
over 1 year ago in Summary & Header 1 Not Prioritized

Add description text for appeals

Create a note field for appeals and funds to allow users to add a description of the appeal/fund. This would be incredibly helpful for organizations with dozens of appeals: to add a date range for an appeal, to understand what each appeal is used ...
8 months ago in Custom Data 0 Not Prioritized

Option in tribute notificant letters to show donors' information in a table format

Option in tribute notificant letters to show donors' information in a table format.
8 months ago in Tributes 0 Not Prioritized