NEW FEATURE REQUEST

Pinned feature request

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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 ...
Share feedback 6
PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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All Requests

Showing 919

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...
about 1 year ago in Payments / Transactions 5 Not Prioritized

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.
11 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 5 Under Consideration
121 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 6 Not Prioritized
139 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...
about 3 years ago in Forms / Online Fundraising 6 Not Prioritized
125 VOTE

Stronger visual distinction between timeline items

Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...
almost 3 years ago in Timeline 1 Under Consideration

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 11 Coming Soon

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

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

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
11 months ago in Bulk Update / Relationship & Households 10 Not Prioritized

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
8 months ago in Custom Data / Relationship & Households 2 Coming Soon

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
8 months ago in Merge Duplicates 0 Not Prioritized