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NEW FEATURE REQUEST

Pinned feature request

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 501

Alert when donor gets to a certain level or threshold

It would be nice to know when a donors giving reaches a certain level or threshold, such as $1,000 or $5,000 so I can send them a note.
about 1 year ago in Automation 0 Not Prioritized

18 month giving

We are often looking at 18 month giving and it would be helpful if this was a feature on the constituent giving summary. If it could be a rolling number that would be super awesome
about 1 year ago in Summary & Header 0 Not Prioritized

Acknowledgement tasks should have the option to turn into acknowledgements on transactions

When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.
about 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Select multiple import templates to delete

We have over 500 templates that are years old. There should be a way to select more than 1 template at a time in order to delete them.
6 months ago in Import 0 Not Prioritized

Return cursor to search bar after searching or deleting search string

Please make the "Search for Constituents" bar a continuous active option. Instead of having to put my cursor back in the space and clicking on it, it should be actively still engaged in that space. i.e. When deleting a constituent to search for an...
over 1 year ago in Search 0 Not Prioritized

Move the BCC email field up on Email Interactions

When you bcc an email to a constituent it creates a new interaction that says it's an email, has the subject in the preview, but then when you open the interaction the bcc'd email is at the very bottom after all of the custom fields. It would be m...
about 1 year ago in Timeline 0 Not Prioritized

Include household Account Number in reports for individual constituents

This is useful for when I need to import information for constituents. We like to make sure spouses/people in the same household have the same solicitor and ask amount. If I make a household import upate, only the head of household is updated. So ...
over 2 years ago in Column Data / Relationship & Households 0 Not Prioritized

One login for multiple organizations

I am a consultant and work with several organizations. I wish I could only use one login and switch back and forth between each organization.
about 1 year ago in Users 0 Not Prioritized

Export all addresses for a constituent without using the Database Export

Export all addresses for a constituent without using the Database Export so that you can send direct mail to all of a constituent's addresses.
over 1 year ago in Reporting 1 Not Prioritized

Enhance constituent audit trail to show which fields were updated

Enhance constituent audit trail to show which fields were updated so you can see which information changed in the most recent update.
over 1 year ago in Profile 1 Not Prioritized