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 867

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

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

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.
about 2 years ago in Tributes 1 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

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...
12 months ago in 1. Recruitment (VMS) 0 Under Consideration

View email status on timeline

When viewing a constituent's timeline, I would love to see the status of mass email interactions (whether it was opened, unopened, or bounced). Right now, a quick glance of the timeline shows me supposed interactions and can give the impression th...
almost 2 years ago in Timeline 1 Not Prioritized

Create a constituent from the relationship screen

It would make sense and save time that if you search for a constituent in the relationship screen and are unable to find them then you could have the option to add them, otherwise you have to back out of it and go to a whole new screen to add them...
over 2 years ago in Relationship & Households 3 Not Prioritized

Don't add bounced/dropped emails as donor interactions

If an email to a constituent bounces or dropps, then it should NOT be added an interaction. Otherwise we believe that they have been receiving our emails all along. I have to comb through individual bounces and drops to know if they got it or not.
over 2 years ago in Donor Communications / Email 0 Not Prioritized