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NEW FEATURE REQUEST

Pinned feature request

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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!!
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 ...

All Requests

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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...
over 2 years ago in Profile 0 Not Prioritized

Hide inactive values when editing a custom field

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...
10 months ago in Custom Data 0 Not Prioritized

Update the default relationship role options

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.
10 months ago in Custom Data / Relationship & Households 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

Select multiple import templates to delete

We have over 500 templates that are years old. There should be a way to select more than 1 template at a time in order to delete them.
10 months ago in Import 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

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...
over 1 year ago in Transactions 0 Not Prioritized

Bulk update address type

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...
11 months ago in Bulk Update 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...
over 2 years ago in Task Management 1 Not Prioritized

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...
11 months ago in Transactions 0 Not Prioritized