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 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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All Requests

Showing 504

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...
about 1 year ago in Calculation and Analysis Tools / Custom Data 0 Not Prioritized

Limit a standard user to only see the constituents they're assigned to

Option to limit a standard user to only see the constituents they're assigned to. Example: A fundraiser could only see the 150 prospects in their portfolio.
about 2 years ago in Users 1 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

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 ...
almost 3 years ago in Column Data / Relationship & Households 0 Not Prioritized

View specific custom fields on the Constituent Dashboard and search results

It would be great to have the ability to customize the search screen results. There are several fields depicted, which is great, but others such as constituency or class years would be helpful when two or more constituents have the same name.
over 1 year ago in Search 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

See number of transactions on constituent summary

So we can see how many donations a donor has made as well as the total amount they have donated.
over 2 years ago in Summary & Header 0 Not Prioritized

Initiate Tribute Notification from Tribute Screen

The ability to initiate an acknowledgement letter for a Notificant should be available from the Tribute screen.
about 1 year ago in Tributes 1 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