NEW FEATURE REQUEST

Pinned feature request

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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 ...
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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!!
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All Requests

Showing 840

Customize donor survey segment/audience

We would like to be able to email surveys to specific groups of donors in addition to using the first time donor survey, the existing donor survey, etc. For example, we're interested in learning more from local vs. long-distance donors, donors who...
almost 3 years ago in Engagement Surveys 0 Not Prioritized

synch volunteer and donor based on secondary emails as well as primary

Volunteers often have multiple emails, and will use various ones at different times. What we mark as primary in Donor can change, and often be a guess. We are having synching issues with volunteer to donor, as the system only checks primary email,...
about 1 year ago in VMS Integrations & API 1 Under Consideration

Track the fundraiser who interacted with a donor without using the Created By field on interactions

If i want to do a bulk import of interactions for multiple members of my team, I want to properly credit each team member. I can only do that if I can include the created by tag. For example: Several people in our organization sent 50 Christmas ca...
over 1 year ago in Timeline 0 Not Prioritized

More Control over the Active/Inactive Status

The Active/Inactive Ind should be controled by the Admin. Our volunteers quit and many are seasonal. This seems like an indicator that should be maintained by ADMINS.
3 months ago in 6. Retention & Recognition (VMS) 1 Under Consideration

Bulk update adding soft credits to transactions

We had an event with over 500 unique donations that I had to manually go through and soft credit a single person for pulling those donors to us. It would save a mass amount of time if you could mass soft credit through a certain appeal and update ...
about 1 year ago in Bulk Update 0 Not Prioritized

Waitlist for Opportunities

We have several opportunities which are either currently "full" or might have 1 or 2 spots open/to-be-filled. We still want to capture volunteer interest however or allow volunteers to "apply" (register) for several of these opportunities, without...
10 months ago in 1. Recruitment (VMS) 0 Under Consideration

See year-to-date revenue on constituent summary

As we cultivate donors at the end of the year, it would be really helpful for us to have the YTD totals easily viewable (without having to toggle into a report every time or look up their YTD giving total with their timeline), to save time and add...
over 1 year ago in Summary & Header 0 Not Prioritized

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
7 months ago in Reporting 0 Not Prioritized

Default view/filter when updating opportunities

I would love if when I choose a "filter" setting when in the opportunities tab, that it would stay defaulted to what you chose. Example: I have a lot of "open" opportunities that i am working on and editing and my default view is to see all opport...
7 months ago in 7. Reporting & Data Visualization (VMS) 0 Under Consideration

Copying Opportunities with form questions & required fields selected

Whenever I copy an opportunity to be able to create a new one, I choose to bring over the "form questions" and they are copied over but the selections are never copied with it. Meaning, I have the same questions, but the buttons are not toggled on...
7 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Under Consideration