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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
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!!

All Requests

Showing 866

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
9 months ago in Bulk Update / Relationship & Households 4 Not Prioritized
101 VOTE

Export multi-line addresses as separate columns for mailhouses

Export multi-line address blocks in a way that's easy for a mailhouse to handle. Maillhouses often ask their customers to split the addresses into multiple columns before sending a file to them.
over 2 years ago in Reporting 16 Not Prioritized

Include soft credits in giving calculations like First, Largest, and Latest Transaction

Include soft credits in giving calculations like First, Largest, and Latest Transaction
over 1 year ago in Calculation and Analysis Tools 10 In Progress

Admin ability to Change Volunteer Contact Info

Sometimes volunteers enter their information incorrectly. It would be helpful to be able to update their information for them on the admin side. This especially would be helpful to those volunteers who are not as tech savvy.
10 months ago in 2. Qualifying, Screening, & Records (VMS) 5 Under Consideration

Owning Template Data / Edit Claimed Account Data

We'd like to be able to recruit new volunteers and allow them to add their information directly to the database using the form, but we don't want them to have claimed accounts. We need to retain access to those fields to add important updates. Add...
about 2 months ago in 1. Recruitment (VMS) 1 Under Consideration
110 VOTE

Hide Dashboard widgets

Some dashboard widgets aren't relevant or aren't regularly needed by me, so I'd like to hide them.
almost 3 years ago in Home Dashboard 2 In Progress

Maiden Name or Alias field to check when searching

A way to track other names a constituent might use (such as maiden name or nickname) so you can search for the person more easily.
over 2 years ago in Search 5 Not Prioritized

Update details on a refunded payment

Update details on a refunded payment, such as the acknowledgement status or note, without removing and re-adding the refund.
3 months ago in Transactions 0 Not Prioritized

Stronger visual distinction between timeline items

Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...
over 2 years ago in Timeline 1 Under Consideration

Show Relationship Note in the list of Relationships

When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
7 months ago in Relationship & Households 2 Not Prioritized