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 Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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All Requests

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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.
over 1 year ago in Donor Communications / Timeline 0 Not Prioritized

Create membership transactions via imports

Create membership transactions via imports
over 1 year ago in Import 0 Not Prioritized

Add "Do not text" as a communication restriction

As we move towards texting our donors, it would be helpful to be able to easily mark which ones request to not receive text (the same way we have that feat for calls).
over 3 years ago in Donor Communications 0 Not Prioritized

Unsubscribe Language in Emails

It would be helpful to have a way to change the language in our email footer from Unsubscribe to Opt Out or Manage Communication Preferences. We have some supporters who aren't seeing or emails because they have filters flagging the word Unsubscri...
over 2 years ago in Donor Communications / Email 0 Not Prioritized

More easily access the delete, merge, and change type workflows for constituents

The workflows to delete, merge, and change type for a constituent can be hard to find because they're only accessible after clicking a small arrow on profile page. This change would make these workflows more transparent so you don't need to chat s...
almost 3 years ago in Profile 0 Not Prioritized

Set up non-deductible amounts for each installment when creating a pledge schedule

Set up non-deductible amounts for each installment when creating a pledge schedule so that when the payment is created (manually or by auto-processing) the non-deductible amount can be filled in automatically. This could help: Alert someone who is...
9 months ago in Transactions 0 Not Prioritized

Toggle Off Shift Roles and Title Requirements

Our programs each have their own opportunity for scheduling and don't have different roles for volunteers to help with. We've currently been putting 'General Volunteer' for the Role requirement but it would be much simpler to have an option to tog...
9 months ago in 3. Scheduling & Placement (VMS) 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...
about 2 years ago in Search 0 Not Prioritized

Workflow Automation: Internal processes and project management

Coordinate work across multiple team members to consistently run internal processes. Examples: Standardizing a cadence for reviewing the major gift pipeline (like researching donor’s interests, updating statuses and notes for their major gift port...
almost 3 years ago in Task Management 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.
about 2 years ago in Profile 1 Not Prioritized