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 ...
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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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All Requests

Showing 918 of 918

Edit Internal Notes

Please add a way to edit internal notes. If we want to make any updates to a note without creating a big list to scroll through, we have to copy the old note, paste it to a new note, add our updates, then go back and delete the old note at the org...
9 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Include option to SMS text instead of Email Communications

The majority of our volunteers 30 and under prefer texting to email communications. Therefore, when we schedule shift reminders, they are not seeing them. In fact the only way to get a text to them is to do a push notification through the app, and...
9 months ago in 4. Engagement (VMS) 0 Under Consideration

A report to track duplicate profiles

it would be nice to have a report that would allow managers to track duplicate volunteer profiles.
7 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

See in-kind fair market value (instead of amount) on the timeline

We receive a lot of in-kind donations. These all show up in the constituent timeline as donations with amount of $0.00. It would be much more helpful if we could customize the timeline display to show more relevant information for in-kind donation...
over 1 year ago in Timeline / Transactions 2 Not Prioritized

"Add New" Option in Custom Data Dropdowns when creating a donation record

When entering a new donation, have an "Add New" option for the dropdowns like Campaign and Appeal. This helps streamline entry of gifts when for a new appeal or campaign.
over 1 year ago in Custom Data / Transactions 0 Not Prioritized

Ability to add custom questions and custom question responses and reorder as desired

Usability of a form is key to the customers experience and impression of an organization. It would be helpful to be able to add custom fields and change the order including the order of the fields that are provided. For example, for address we wou...
2 months ago in 1. Recruitment (VMS) 0 Under Consideration

Admin & Volunteer Visibility Over Other Scheduled Volunteers (Daily + Weekly Full list of Volunteers + Shifts)

Our volunteers and instructors want to see full list of volunteers in each shift each day and each week…. We are used to seeing a weekly Google sheet schedule so volunteers can see who they are signing up to volunteer with and instructors can put ...
about 1 year ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

Delete tributes

A tribute made in error or similiar to another tribute, such as a middle initial included, cannot be deleted. I am suggesting that tributes be able to be deleted from the Tribute list if they are created in error or a duplicate or an unused tribute.
over 2 years ago in Tributes 3 Not Prioritized

In Form Builder - ability to copy & move options

In the form builder, it would be really nice to "copy" questions, and equally nice to be able to "move" options around after creation (versus deleting everything and starting over just to add an option you want above another option)
over 1 year ago in 1. Recruitment (VMS) 0 Under Consideration

Schedule Real Time email messages so I can create a message on Saturday that I can schedule to send on Monday.

I would like to be able to schedule individual and bulk email communications to volunteer ahead of time, same as in outlook. So for example, I would create email(s) on a Friday or Saturday and I would schedule them to send the following week on a ...
about 1 year ago in 4. Engagement (VMS) 2 Under Consideration