NEW FEATURE REQUEST

Pinned feature request

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PINNED Include soft credits in giving calculations like First, Largest, and Latest Transaction
Include soft credits in giving calculations like First, Largest, and Latest Transaction
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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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All Requests

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Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
10 months ago in Constituents / Transactions 0 Not Prioritized

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

Letter Page Breaks

It would be extremely helpful to be able to include page breaks in multiple-page letters. Currently, I have to add extra spaces...and it is still not perfect. For example, if a constituent has a 2-line address vs. 3 lines, it can change the positi...
over 2 years ago in Letters 3 Not Prioritized

Gifted memberships

Way for a person to pay for a membership, but gift the membership benefits to a friend.
about 2 years ago in Transactions 1 Not Prioritized

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) 1 Under Consideration

Create a constituent in the search results box

I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
almost 3 years ago in Search 4 Not Prioritized

The Date of a membership schedule should be based on the Start Date, not Created Date

It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
about 1 year ago in Timeline 1 Not Prioritized

Shift sign up : Pop-up to show important information.

I am requesting a popup to appear to display important information when volunteers sign up for a shift. For instance, we include in the description that everyone should wear closed toe shoes and volunteers should be older than 14 but sometimes peo...
3 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

Option to make Volunteer cell phone number mandatory in an opportunity

I need to call my volunteers to verify information. If a volunteer doesn't include their number, I have no way to call them. I loose volunteers when I can't call them before their shift.
3 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Action step from Central Schedule

When looking at the Central Schedule, it would be great to have an Action button or Print. That way we can filter for our day, what opportunites, etc and have a hard print out for our Front Desk. I'm trying to find a way to export it, but its also...
3 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration