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 508

Set a default fund for memberships

Set a default fund for memberships so that it's easier to remember which fund to use when you set up a membership schedule by hand.
over 1 year ago in Custom Data 0 Not Prioritized

Zapier trigger when a membership lapses or is cancelled

Zapier trigger when a membership lapses or is cancelled so you can update their status in another software system.
over 1 year ago in Integrations 0 Not Prioritized

Zapier trigger when a member joins

Zapier trigger when a member joins for the first time
over 1 year ago in Integrations 0 Not Prioritized

Add prefix when adding new constituent via BCC feature

If adding a constituent using the BCC feature, you are currently only able to add the first and last name. When going into their profile, you have to add their title (prefix) and then adjust that in each of th name fields. It is extra work and cou...
over 2 years ago in Profile 0 Not Prioritized

Make basic info fields required

Would be helpful to be able to manipulate which basic info fields are required for a constituent, i.e. to require title would be great
over 2 years ago in Profile 0 Not Prioritized

Keyboard shortcut for new note in Constituents view

Would be great to have a keyboard shortcut to quickly add notes. It would mean keeping my hands on the keyboard isntead of having to fiddle with the mouse and back to the keyboard.
over 1 year ago in Timeline 0 Not Prioritized

Add a description field for email interests

Currently the system only allows for a list of email interests with no ability to indicate the meaning. This means that we have no way of offering to the donor a value proposition for receiving that type of email. Without that, many donors opt out...
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Use default appeal when importing donations with missing appeal data

When uploading a csv of transactions, it would be nice to assign a field like "appeal" as the default for all transactions instead of needing to add a column to the spreadsheet and add the appeal to each. In many cases when uploading transactions,...
almost 3 years ago in Import 0 Not Prioritized

Change search type after entering search string

It would be nice to be able to type into the top search bar and then select from the drop down (address/name/etc) without it clearing the search bar (instead of needing to select the drop down before typing anything in the search bar)
over 1 year ago in Search 0 Not Prioritized

View Previous Imports

I would LOVE to see previous imports, not just the 5-6 most recent imports. Even the title of the import would be helpful so that as an organization we can track the data coming into the system easier.
over 1 year ago in Import 0 Not Prioritized