NEW FEATURE REQUEST

Pinned feature request

View all
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 ...
Share feedback 5
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
Share feedback 11

All Requests

Showing 508

Add "Note" field to split payment

When entering a split payment, include a "Note" field under the payment tab. Notes are available under the individual donations, but not under the "Payment" tab. Would be helpful to be able to add internal notes about payment methods/overall donat...
over 3 years ago in Transactions 0 Not Prioritized

Built-in support for seasonal phone numbers

Since there is a "vacation" tag for addresses it would be nice to have a "vacation" tag for phone numbers, as some still do have "vacation" landlines that differ from their mobile and home phone numbers.
over 1 year ago in Profile 0 Not Prioritized

Don't show fields that are only relevant to individuals when creating a new organization

Why do we need things like birthdays or gender on an organizational profile? Is there not a way to customize the data we see depending on the profile type?
over 1 year ago in Profile 0 Not Prioritized

Merge field for notes/comments from the donor to the tribute notificant

Some tribute donors include a personal note to be shared with the notificant. We would like a way to automate adding these to the Tribute Letter. The easiest way to do that would be if we had the ability to select the Transaction Note field to be ...
over 1 year ago in Tributes 0 Not Prioritized

View tributes on pledge payments

Add option to add tributes to pledges and pledge payments. Keep fields the same as for regular donations
over 1 year ago in Transactions 0 Not Prioritized

Reduce search bar sensitivity to spaces

We have many constituents with spaces in their last names. Searching for some of these constituents is frustrating because the search bar does not recognize names if we don't get the space/no space correct. For example: Bob Vander Molen vs. Bob Va...
almost 2 years ago in Search 0 Not Prioritized

Import a link to which transactions an imported interaction acknowledges

After bulk importing interactions (whenever I send acknowledgements), it would be great if there were a way to automate that the most recent donation be marked as "acknowledged" and potentially that the acknowledgement interaction itself be attach...
almost 2 years ago in Import 0 Not Prioritized

User permission to prevent specific users from seeing specific constituent custom fields

Please create security around custom fields such as Windfall imports can only be seen by selected users.
almost 2 years ago in Users 0 Not Prioritized

Allow a standard user to design emails, but not adjust the filters or send

Allow a standard user to design emails, but not adjust the filters or send the email, so that they can provide assistance with content and visual design.
almost 2 years ago in Users 0 Not Prioritized

See filters for bulk update

Whenever a bulk update is processed, the filters used cannot be seen, only what was updated.
almost 2 years ago in Bulk Update 0 Not Prioritized