NEW FEATURE REQUEST

Pinned feature request

View all
PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
Share feedback 2
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...
Share feedback 14

All Requests

Showing 508

Display search results by sort name, not full name

If I'm looking for Mary Doe's account, it's much easier to see Doe, Mary than Mary Doe.
about 2 years ago in Search 0 Not Prioritized

Allow standard non-transaction users to see Dashbord

Depending upon the way the system is coded, this might be difficult to implement. But it would be really nice if a basic user, who cannot see transactions for all constituents could still have access to the Home Dashboard. They could see the overa...
about 1 year ago in Home Dashboard / Users 0 Not Prioritized

Standard user permission for Forms

Option to give a standard user access to the Communications area overall, but not have access to Forms.
over 2 years ago in Users 1 Not Prioritized

Expand/Modify timeframe constituent summary

Hi, is it possible to expand the years shown on constituent giving summaries on their summary page? I'd like to see their summary starting from 2012 at a glance rather than make multiple clicks through their full timeline.
over 2 years ago in Summary & Header 0 Not Prioritized

Ability to add in a custom field and check box so that when it's checked it would send out an email notification to an Honeree designated in the field for a donation.

It would allow donations to be made in the name of someone else as a gift, and if the email sent out was able to be scheduled, at least to the day, even better. We often have people wishing to make scholarship donations as graduation presents, or ...
about 1 year ago in Online Fundraising 0 Not Prioritized

Distribute engagement surveys across more communication channels

Distribute engagement surveys across more communication channels like mass emails.
about 1 year ago in Engagement Surveys 0 Not Prioritized

Change a custom field's pick type from "Pick one" to "Pick Multiple"

Sometimes things get more complicated. It would be great to change a custom field data entry from choose one to choose multiple. We have one specific filed that this would benefit from that was converted that way.
over 2 years ago in Custom Data 0 Not Prioritized

See the names of soft creditees associated with a transaction on the timeline

present more details on timeline transaction summary block to indicate Soft Credit with constituent name. Use a symbol to reflect soft credit instead of text to save space. The more details you place in the block the better. Just give an option to...
over 2 years ago in Timeline 0 Not Prioritized

See transaction method on the timeline

Would it be possible to show on the constituent timeline when a GIK donation is made as a "GIK donation" instead of just a "donation"?
over 2 years ago in Timeline 0 Not Prioritized

Custom field type for urls that's clickable on the profile

It would be nice if we could set a URL someplace other than in the website field for a constituent. Very similar to a clear text custom field, it would be fantastic if I could mark a field as containing a URL so that when presented in the constitu...
over 2 years ago in Custom Data 0 Not Prioritized