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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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Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
Improved Crowdfunding/Peer to Peer Page and Form Customization
Allow Crowdfunding forms to be more customizable, including color themes, images, positioning, more flexible informational text, button text, event terminology (like attendee vs sponsor), embeddable widgets.
Improved Event Reporting and Constituent Segmentation
The ability to report on specific event details in order to better segment constituents (for example by event or ticket type) and report on Events, like attendance, total raised, etc.
Automatically update constituent data when a condition is met
Automatically update constituent data when a condition is met so that you don't have to rely on memory to track information consistently. examples: Change a constituent's status from inactive to active
Merge constituents from the profile without changing their type first
Merge an organization and individual constituent record from the profile page, without having to first change the constituent type for one of the records.
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.
Track invoices as a distinct communication type, separate from pledge reminders. Example features: Track whether a gift schedule has received an invoice Track the date the most recent invoice was sent Export the invoice date to a file for accounti...
Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.