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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!!
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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 ...
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...
I would like to be able to hide inactive values in a custom field list. For example, in our Batch Codes, we have hundreds of inactive/old Batch Codes that we have to scroll through to see our Active Batch Codes when we want to create a new one, et...
Update the default relationship role options so that you can use roles like "sibling", "child", or "spouse" without first adding them in custom data settings.
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.
Retain data entered under New Donation when click Actions > Split Payment
When entering a split payment, I often start entering the date, amount and fund before realizing that it is a split payment. When clicking Actions > Split Payment, previously entered information is cleared. It would be helpful to retain the dat...
It would be great if you could do more with updating addresses with an upload. Change the address type from home to work or Vice Versa. In-line editing would also be a great addition like salesforce has so you don't have to toggle to the profile y...
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...
Streamline switching the constituents who get hard and a soft credit on past transactions
It's standard to give hard credit to the constituent who made a payment (eg a donor advised fund, workplace giving program) and soft credit to the individuals who directed that payment through that third-party. However data entry can be inconsiste...