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NEW FEATURE REQUEST

Pinned feature request

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PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...

All Requests

Showing 880

Add Latest Interaction Date and Info as a report column

I need to be able to see when my last interaction was with a constituent when I'm viewing various reports. This information may be helpful in providing next touchpoint guidance, allow me to prioritize which constituents need some new communication...
9 months ago in Calculation and Analysis Tools / Column Data 3 Under Consideration

Move a transaction and payment method to another constituent

Note: The root issue for most of the requests seems to be payments made through online forms on behalf of an organization. If that's your case, too, please check out Move a transaction and payment method to another constituent and upvote that firs...
12 months ago in Payments / Transactions 4 Not Prioritized

Improve letter list navigation (search, sort, folders, deactivate)

Improve letter list navigation (search, sort, folders) so that you can organize and find letters easily.
almost 2 years ago in Donor Communications / Letters 8 Not Prioritized
135 VOTE

Option to require custom fields for specific online forms, without having them be required for manual entry

Currently, constituents do not need to fill out custom fields to submit a form. And oftentimes an organization wants a field to be required for a specific form, but not for all their constituents or transactions. Adding the option to make custom f...
almost 3 years ago in Forms / Online Fundraising 6 Not Prioritized
113 VOTE

Better workflow when household member becomes deceased

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
over 2 years ago in Relationship & Households 5 Not Prioritized

Ability to create opportunity categories

We have over 50 different opportunities. Instead of a long list of cards, it would be better for volunteers to first see categories. A long list of 50 opportunities is too overwhelming and makes it difficult for volunteers to find what they're loo...
9 days ago in 1. Recruitment (VMS) 1 Already exists
122 VOTE

Workflow Automation: Donor Journey Scenarios

You have a mental playbook of how you'd like to respond to certain key events in a constituent's journey to become a donor and renew their support - but it can be hard to stay on top of things and keep it up consistently. Examples of what this mig...
over 2 years ago in Donor Communications / Email / Journey Automation 9 In Progress

Export reports in different formats (.xlsx, .csv, .pdf, etc.)

There are various formats in which I need to export my reports, and it's a time-consuming process to export in one format and convert it to another.
9 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 4 Under Consideration

Add option to create relationship in the merge duplicates tool

Add option to create relationships in the merge duplicates tool, e.g. employer and employee, husband and wife
6 months ago in Merge Duplicates 0 Not Prioritized

Include soft credits in giving calculations like First, Largest, and Latest Transaction

Include soft credits in giving calculations like First, Largest, and Latest Transaction
over 1 year ago in Calculation and Analysis Tools 10 In Progress