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NEW FEATURE REQUEST

Pinned feature request

PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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All Requests

Showing 806

See lifetime fair market value (FMV) of in-kind gifts on constituent summary

It would be great to see on the summary page like dollar donations a gift in kind FMV section to get a complete view of a donor and their contributions.
6 months ago in Summary & Header 0 Not Prioritized

Default value for a custom field

Having a default value for a custom field would allow for currently blank fields to at least have a value in them, especially if the value is mostly consistent across the organization. It saves time from having to always manually update a field.
6 months ago in Custom Data 0 Not Prioritized

Track lifetime memberships

Track lifetime memberships that never lapse using the membership management feature. This would let you can see whether someone is a lifetime member in the same places you'd see paying memberships.
9 months ago in Custom Data 0 Not Prioritized

Sync tasks with calendar

It would be much more useful when I create a task for it to be added to my Outlook calendar rather than reminders to be sent through email.
over 2 years ago in Task Management 0 Not Prioritized

Merge duplicate tributes

Just as we can combine duplicate constituents, it would be extremely helpful if we could also combine duplicate tribute fields.
almost 2 years ago in Tributes 1 Not Prioritized

Bulk delete selected email addresses

Mass delete selected email addresses so that you can remove information that is bad, has sloppy capitalization, or that you no longer want to track.
over 1 year ago in Bulk Delete 3 Not Prioritized

Training Checklist

Create a training tab where volunteers can view training materials (ex.watch this video w/ link) and mark the task/training as completed; having this information stored in their profile (could be separate as "training" or as a "qualification")
2 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Multiple groups with the same leader

We have several people who lead different (number based) groups every year (mostly affiliated with schools) and would like for it to be possible to assign the same leader to different groups.
7 months ago in 1. Recruitment (VMS) 0 Under Consideration

Ability to make Campaigns and Appeals required

I would like to make Campaigns required as a feature so that it always syncs correctly with QB.
11 months ago in Integrations / Transactions 0 Under Consideration

Ability to add soft credits on pledge payments

Would like to have the ability to add soft credit on pledge payments
almost 2 years ago in Transactions 1 Not Prioritized