NEW FEATURE REQUEST

Pinned feature request

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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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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 496

See transaction check # in donation time line entry

It would be helpful to see the check number for a donation in the time line.
17 days ago in Timeline 0 Not Prioritized

Export multi-line addresses as separate columns for mailhouses

Export multi-line address blocks in a way that's easy for a mailhouse to handle. Maillhouses often ask their customers to split the addresses into multiple columns before sending a file to them.
almost 2 years ago in Reporting 10 Not Prioritized

Enhance the "Store as Default Values" feature

Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
4 months ago in Transactions 0 Not Prioritized

Maiden Name or Alias field to check when searching

A way to track other names a constituent might use (such as maiden name or nickname) so you can search for the person more easily.
almost 2 years ago in Search 4 Not Prioritized

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
over 1 year ago in Profile 3 Not Prioritized

Create a "View email in your browser" link for each email

Create a "View email in your browser" link for each email so that you can keep an inventory of past newsletters on your website, post on social media, or share access to someone who didn't get the email when it was originally sent.
over 1 year ago in Email 3 Not Prioritized

Way to add a new constituent from any page

Way to add a new constituent from any page so you don't have to navigate to the Constituent dashboard.
over 1 year ago in Profile 1 Not Prioritized

See custom fields on a constituent's profile without scrolling

A way to see some of your constituent custom fields (perhaps all of them, depending on how few you track) without scrolling past the built-in fields.
10 months ago in Profile 2 Not Prioritized

Show a potential duplicate match even if only the names match

Show potential duplicates in the duplicate report for cases where the name matches, even if they don't have any contact information in common.
over 2 years ago in Merge Duplicates 3 Not Prioritized

Bulk update custom fields on transactions

Efficiently change a custom field value on multiple transactions at once.
over 2 years ago in Bulk Update / Transactions 6 Not Prioritized