NEW FEATURE REQUEST

Pinned feature request

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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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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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All Requests

Showing 508

Import recurring schedules

Create new recurring schedules from an external file.
over 3 years ago in Import 0 Not Prioritized

Group relationships into categories

As we continue to add "relationships" with some of our constituents who are Universities, we would like to reorganize the relationships so that employees are together, and our Fellow cohorts are together.
over 1 year ago in Relationship & Households 0 Not Prioritized

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
11 months ago in Reporting 0 Not Prioritized

User permission to prevent specific users from editing specific constituent custom fields

User permission to prevent specific users from editing specific constituent custom fields so that they can edit certain kinds of information.
over 1 year ago in Users 0 Not Prioritized

Standardize and clarify household vs constituent grouping across reports and communications

Standardize and clarify household vs constituent grouping across reports and communications so that it's intuitive how to segment your lists and communications to go to a combined household without excluding constituents who aren't in households.
almost 2 years ago in Relationship & Households / Reporting 1 Not Prioritized

While sending an Email, donation acknowledgment, automatically send an email or generate a PDF to print if no email address is found.

While sending an Email, donation acknowledgment, automatically send an email or generate a PDF to print if no email address is found. 
almost 2 years ago in Email / Journey Automation 0 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
over 1 year ago in Donor Communications / Profile 0 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
over 1 year ago in Constituents / Import / Search 0 Not Prioritized

Nested campaigns

Allow campaigns to be nested under "parent" campaigns. For example, I have a 2024 Annual Fund goal, and I would like to add individual campaigns (Spring Campaign, Year-End Campaign) that roll up into the total for the 2024 Annual Campaign. This is...
over 1 year ago in Calculation and Analysis Tools / Custom Data 0 Not Prioritized

Bulk update converting donations to pledge payments

I find myself often having to want to bulk update a bunch of records: Convert payments to pledge payments
over 1 year ago in Bulk Update 0 Not Prioritized