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
PINNED
Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
Allow setting of notificant when adding Tribute from a donation
We like that you added the ability to Create New Tribute directly when entering a donation - thanks. But the creation form does NOT include a way to add a notificant for the tribute. Please add that. It is very easy to forget that you need to go b...
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.
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.
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
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...