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 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 838

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

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

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

Volunteer Groups - Allow Leaders to Change the Total Group Members

I would like to know (and if it's not possible, would like to suggest) that you could create a Group but be able to switch up the # of volunteers in the group. We typically have some of the same groups that come in to volunteer with us, but their ...
7 months ago in 3. Scheduling & Placement (VMS) 0 In Progress

Allow Groups to join at "Join Organization" level

Allow Groups to join at "Join Organization" level rather than just at "Opportunity" level. We have a number of groups interested in volunteering with our organization and we'd rather have an account for the group rather than have to assign the gro...
7 months ago in 3. Scheduling & Placement (VMS) 0 In Progress

Learning Management - INCLUDE TRAINING VIDEOS THAT THEN ALLOW SOMEONE TO BE QUALIFIED FOR A ROLE

I'm finding it cumbersome for people to sign up for shifts that require qualification that need a training video. They have to email me, then i have to send the training link, then they have to join, and THEN i can mark them as qualified and THEN ...
7 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

Opportunity Waitlist

Give option to turn on "waitlist" option for opportunity, to be able to "gate & approve" volunteers for a specific opportunity vs all or none.
11 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration