NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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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
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All Requests

Showing 508

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...
about 1 year 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.
about 1 year ago in Custom Data / Relationship & Households 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.
about 1 year ago in Import 0 Not Prioritized

Bulk update transaction method

Mass update transaction method so you can update the labeling for past transactions when you realize they weren't entered accurately or to use recently added method options.
about 2 years ago in Bulk Update 1 Not Prioritized

Use default fund when importing donations with missing fund data

Use default fund when importing donations with missing fund data
about 2 years ago in Import 0 Not Prioritized

Improve navigation to Active Tasks page

Improve navigation to Active Tasks page so it's easier to reach and begin working with your assigned tasks.
about 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Drag files

It would be great if we could drag a file to be attached instead of having to "Add File" and then search through my MANY folders!
about 3 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

Delete a fund

Delete a fund so that you can have a clean list of fund names
about 2 years ago in Custom Data 0 Not Prioritized

Import more than 1 address, phone number, or email address of each type in a single file

Import more than 1 address, phone number, or email address of each type in a single file so that you can import higher volumes of historical data without splitting up your file and running multiple imports.
about 2 years ago in Import 1 Not Prioritized

Bulk update constituent communication preferences

Mass update communication preferences field so that you don't need to manually update the communication preferences or make your changes in a csv and import them.
about 2 years ago in Bulk Update 0 Not Prioritized