NEW FEATURE REQUEST

Pinned feature request

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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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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 880

Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
about 1 year ago in Timeline 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.
about 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.
about 2 years ago in Timeline 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.
over 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.
over 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
over 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
over 1 year ago in Platform (general) 0 Not Prioritized

Add a child sponsorship management solution

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

Remember recent constituent searches between logins

Remember recent constituent searches between logins so that you can navigate to a constituent you'd been working on in a previous session.
about 1 year ago in Search 1 Under Consideration

Customize donor survey send time

I would like to be able to set the time since last donation to 2 years so that someone isn't automatically sent an email asking why they no longer support us if they gave 1 year +1 day ago.
over 2 years ago in Engagement Surveys 0 Awaiting Review