NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

Showing 868

Deactivate groups

Ability to deactivate a group so you can retain it but reduce screen clutter on the group list page.
11 months ago in Groups 1 Not Prioritized

Configure the new constituent data entry screen to not display every field

Configure the new constituent data entry screen to not display every field so that you can more easily focus on the fields you want to fill out consistently.
about 1 year ago in Profile 0 Not Prioritized

Edit a constituent's sort name

Edit a constituent's sort name so that you can define where they should show up in a report that's sorted by sort name.
about 1 year ago in Profile 1 Not Prioritized

Enhanced filters and navigation for the import template list

Enhanced navigation for the import template list. Examples: See additional metadata like the most recent date the import template was used, who created it. Sort based on name, and other metadata Filter based on metadata
about 1 year ago in Import 1 Not Prioritized

Add a client/case management solution

Add a client/case management solution to the platform. Example capabilities: Track client-specific data like emergency contact person Client intake Conduct assessments Facilitate case planning Analyze progress and outcomes
about 1 year ago in Platform (general) 0 Not Prioritized

Add a child sponsorship management solution

Add a child sponsorship management solution to the platform.
about 1 year ago in Platform (general) 1 Not Prioritized

Admin Reminders: Volunteers scheduled for the month/week/day

With our previous software, we could send schedule reminders to the different opportunity/organization managers of which volunteers were scheduled at which location and it would normally be a monthly or daily or weekly reminder. I'd like to be abl...
11 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

Printable Profile/ individual record (as Word or some other readable format)

We interview our volunteers individually and having an easy-to-read printout (without having to export, then save to Excel, then transpose the information) would be a time saver
11 months ago in 1. Recruitment (VMS) 0 Under Consideration

Bulk update note on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the notes for the transactions as well. Could save a lot of time.
over 1 year ago in Bulk Update 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,...
over 1 year ago in VMS Integrations & API 1 Under Consideration