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 866 of 866

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

Brand colors for letters

It would be great to be able to use our brand colors in our donor acknowledgement letters. If we could input the hex color code to match our branding in the letter (like we are able to do in the email) that would be wonderful!
almost 3 years ago in Donor Communications / Letters 1 Not Prioritized

Printable form for opportunities that is a sign up sheet for roles and time slots.

We hold 3 training days for individuals to come and get trained and then sign up for the opportunity that interests them. It would take too long to individually sign up people in the computer when there is a line of over 100 people and 9 opportuni...
4 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

Default the state to match your organization's state when creating new constituents

Default the state to match your organization's state when creating new constituents so that you only have to select a state when the constituent is not local.
almost 2 years ago in Profile 0 Not Prioritized

Import data for organizations and individuals in the same file

Import data for organizations and individuals in the same file so that you don't need to split your data into multiple files prior to importing.
almost 2 years ago in Import 0 Not Prioritized

See tribute details about a transaction on the timeline

See details about whether a transaction is linked to a tribute from the timeline, without opening the transaction.
almost 2 years ago in Timeline 1 Not Prioritized

Allow a household to be selected as a tribute notificant rather than just one constituent.

We would like our memorial letters to be able to be addressed to both members of the household rather than just one.
over 2 years ago in Tributes 1 Not Prioritized

See transaction check # in donation time line entry

It would be helpful to see the check number for a donation in the time line.
8 months ago in Timeline 0 Not Prioritized

Change email interests to "opted out" when constituent flags email as spam

We sent an email newsletter and one constituent marked the email as spam. I would like there to be an automatic process that changes a constituent's email preferences to "opted out" when they mark one of our emails as spam.
over 1 year ago in Donor Communications / Email 0 Not Prioritized

Require organization waiver before allowing opportunity sign up.

Currently I have to manually verify that volunteers have accepted our waiver. Would be great if it could be forced before an account is created.
8 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Already exists