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.
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PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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All Requests

Showing 502

Multiple Website Links

Add the ability to add multiple website links under the Personal Information section for Constituents
over 1 year ago in Profile 0 Not Prioritized

See which letters have unacknowledged gifts

Could the letters show how many are pending or waiting to be processed. You have to go into 8-10 letters just to see if you have any letters to process. It shows what has been processed recently but would be more helpful to see what is in the queue.
over 2 years ago in Donor Communications / Letters 0 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
10 months ago in Donor Communications / Profile 0 Not Prioritized

Track the data source for each piece of contact information

Track the data source for each piece of contact information so that you can gauge it's accuracy based on whether it was provided by the constituent or was looked up internally
10 months ago in Profile 0 Not Prioritized

Way to track a transaction from any page

Way to track a transaction from any page so that you don't have to navigate to the profile of the constituent first.
10 months ago in Transactions 0 Not Prioritized

Deactivate an import template

Deactivate an import template so that you can keep it for reference but easily filter it out of the import template list.
10 months ago in Import 0 Not Prioritized

Add a scholarship management solution

Add a scholarship management solution to the platform. Example capabilities: Manage scholarship applications and applicants Match applicants to award opportunities they qualify for Analyze the amount awarded, number of awardees, and remaining funds
10 months ago in Platform (general) 0 Not Prioritized

Bulk update converting donations to pledge payments

I find myself often having to want to bulk update a bunch of records: Convert payments to pledge payments
10 months ago in Bulk Update 0 Not Prioritized

Include Note, Interaction, and Task IDs in the database backup

Include Note, Interaction, and Task IDs in database backup so that file attachments can be linked to the appropriate record when moving to a different system.
10 months ago in Settings 0 Not Prioritized

Create a Task from the Acknowledgement Section of a Transaction

If we could create a task from the acknowledgment section of a transaction then we could assign volunteers to thank the donor for specific donations and that interaction would be recorded with the donation. Right now this process is much more invo...
over 2 years ago in Task Management / Transactions 0 Not Prioritized