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NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.

All Requests

Showing 502

Distribute engagement surveys across more communication channels

Distribute engagement surveys across more communication channels like mass emails.
8 months ago in Engagement Surveys 0 Not Prioritized

Bulk Deactivate Tributes

We have over 2500 IHO/IMO tributes. Makes it impossible to find.
over 1 year ago in Tributes 0 Not Prioritized

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.
over 1 year ago in Event management 0 Not Prioritized

Standardize and clarify household vs constituent grouping across reports and communications

Standardize and clarify household vs constituent grouping across reports and communications so that it's intuitive how to segment your lists and communications to go to a combined household without excluding constituents who aren't in households.
over 1 year ago in Relationship & Households / Reporting 0 Not Prioritized

Give every row in an import the same value (like fund)

When every row in your file should have the same value applied (eg they're all gifts to the General fund), it would be helpful to indicate that as part of the import template or while running an import so that you don't have to manually add that i...
almost 2 years ago in Import 0 Not Prioritized

Make telephone clickable so that browser will offer option to make call via your cell phone

Many websites tag the telephone number to be clickable and allow the browser to interpret that to offer the available options to make the call through other apps or to send it to your cell phone. This is would make phone campaigns much more effici...
about 2 years ago in Profile 0 Not Prioritized

Ability to create a horizontal postcard

This would be useful because it would give more options on how you would want the postcard laid out. Some designs work better vertically whereas others work better horizontally. It would be nice to have both of these options to create a good visua...
over 1 year ago in Letters 0 Not Prioritized

Format letters to create tear-off membership cards

Format letters to create printable, tear-off membership cards
8 months ago in Letters 0 Not Prioritized

Set a default fund for memberships

Set a default fund for memberships so that it's easier to remember which fund to use when you set up a membership schedule by hand.
8 months ago in Custom Data 0 Not Prioritized

Membership-specific interaction purposes

Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.
8 months ago in Donor Communications / Timeline 0 Not Prioritized