Pinned feature request
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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 ...
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13
VOTE
96
VOTE
1
VOTE
Change the wording on the "waiver request" to make it an agreement statement or add that as an option and store this in the system.
We need for volunteers to read and agree to various policies (HIPAA/Confidentiality, Marijuana policy, Volunteer procedures, Immunization screening questions). This is not a waiver and they need to be able to read it but I would prefer it not to b...
0
Under Consideration
18
VOTE
Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
2
Not Prioritized
63
VOTE
Add a Report Widget to the Home page
I have reports that I always view. I would like to set one or more reports to display visually on the Home page. Ideally, I would be able to set the type of visual (bar, line, etc.), which would allow me to easily see the results in a way that mak...
1
Under Consideration
134
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...
6
Not Prioritized
11
VOTE
Roster Mode: Search across the Organization Feature
It would be much more efficient and less time-consuming if there were an option to search for volunteers across the organization directly within the opportunity level. Often, when scheduling a volunteer, I realize—after applying the correct filter...
1
Under Consideration
109
VOTE
2
VOTE
Import fundraiser information when importing new transactions
For transaction imports, corresponding with huge giving campaigns (Giving Tuesday, End of Year, 401 gives-RI) we import a large number of donations leveraged by our board members. This includes hundreds of donations with different fundraisers, and...
1
Not Prioritized
82
VOTE