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 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!!
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All Requests

Showing 835

Show a potential duplicate match even if only the phone numbers match

If two constituents have identical phone numbers but their names are spelled differently, show them as potential matches in the duplicate report.
about 2 years ago in Merge Duplicates 0 Not Prioritized

More Control over the Active/Inactive Status

The Active/Inactive Ind should be controled by the Admin. Our volunteers quit and many are seasonal. This seems like an indicator that should be maintained by ADMINS.
3 months ago in 6. Retention & Recognition (VMS) 1 Under Consideration

add empty/unfilled shifts to email

we'd like to send a broadcast to volunteers when there are openings in the schedule or empty shifts. adding a feature to the email to show open shifts as a preview (the way it shows shifts they're scheduled for) would be helpful! that way before t...
9 months ago in 4. Engagement (VMS) 0 Under Consideration

Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
9 months ago in Timeline 0 Not Prioritized

Remember recent constituent searches between logins

Remember recent constituent searches between logins so that you can navigate to a constituent you'd been working on in a previous session.
9 months ago in Search 1 Under Consideration

Show transaction number in donation entry

My bookkeeper requires a transaction number or order number when entering transactions. Currently I have to pull a transaction number by creating a transaction report and then filtering for Method, then cash and check. It would be great to just se...
12 months ago in Transactions 0 Not Prioritized

Add "Kiosk Entry" to Hours Worked under "Actioned By" Instead of only "Self-Reported"

We do not want our volunteers to manually enter in their hours. We need them to check in and out through the kiosk. Currently we cannot tell the difference between kiosk entries and manually entered time.
about 1 year ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Additional letter envelope sizes, in addition to #10

Additional letter envelope sizes, in addition to #10, so that you can print envelopes that match the size of your letter.
over 1 year ago in Donor Communications / Letters 0 Not Prioritized

Export all email addresses for a constituent without using the Database Export

Export all email addresses for a constituent without using the Database Export so that you can send a mass email to all of a constituent's email addresses.
over 1 year ago in Reporting 1 Not Prioritized

Prompt to create a follow-up task from the interaction page

Prompt to create a follow-up task from the interaction page so that you can efficiently set up your next step with a constituent.
over 1 year ago in Donor Communications / Email 1 Not Prioritized