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 Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
Share feedback 2

All Requests

Showing 508

Add a client/case management solution

Add a client/case management solution to the platform. Example capabilities: Track client-specific data like emergency contact person Client intake Conduct assessments Facilitate case planning Analyze progress and outcomes
over 1 year ago in Platform (general) 0 Not Prioritized

Add a child sponsorship management solution

Add a child sponsorship management solution to the platform.
over 1 year ago in Platform (general) 1 Not Prioritized

Hide specific constituents from some users

Hide specific constituents from some users so that they can't access contact information. Example: Hide a celebrity's support for your organization from most of your team members.
over 2 years ago in Users 0 Not Prioritized

Change email interests to "opted out" when constituent flags email as spam

We sent an email newsletter and one constituent marked the email as spam. I would like there to be an automatic process that changes a constituent's email preferences to "opted out" when they mark one of our emails as spam.
almost 2 years ago in Donor Communications / Email 0 Not Prioritized

Update or delete a written off pledge

Update or delete a written off pledge without using the bulk update/delete features.
about 1 year ago in Transactions 0 Not Prioritized

Edit Event Attendee Ticket Details

The ability to edit an Attendee's ticket type after purchase. Donors may have selected the wrong ticket or want to upgrade.
almost 3 years ago in Event management 0 Not Prioritized

Improve tribute list navigation (sort, filter)

Improve tribute list navigation (sort, filter) to make it easier to find a specific tribute to update.
about 1 year ago in Tributes 1 Not Prioritized

Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
about 1 year ago in Timeline 0 Not Prioritized

Assign task to more than one person

We often have times that we need to assign a task to more than one person. This often happens when alerting our team to a grant check that will be coming in (we have two people who input checks) or might need to meet with a major donor. Currently ...
over 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Deactivate groups

Ability to deactivate a group so you can retain it but reduce screen clutter on the group list page.
about 1 year ago in Groups 1 Not Prioritized