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 508

"I forgot my username" option on the login page

Adding an "I forgot my username" option would let you & your teammates look up you username on your own without sending an email to the support team.
about 2 years ago in Users 0 Not Prioritized

Use default fund when creating a new donation

Use default fund when creating a new donation
about 2 years ago in Transactions 1 Not Prioritized

Export all phone numbers for a constituent without using the Database Export

Export all phone numbers for a constituent without using the Database Export so that you can prepare a phonathon list with all of a constituent's phone numbers.
about 2 years ago in Reporting 0 Not Prioritized

Create new tributes when importing transactions

Add tributes to donation imports so that you don't have to create new tributes and link them to donations after importing.
about 2 years ago in Import 3 Not Prioritized

See volunteer interaction details on timeline

See details about an interaction's volunteer activity or hours on the timeline without having to open the interaction.
about 2 years ago in Timeline 0 Not Prioritized

When searching for a tribute, show recently used tributes first

When tributes are added to a donation, the pop up box should show recently used tributes so you don't have to search a name every time, then click on it. This would save time when entering multiple donations with the same tribute.
about 2 years ago in Tributes 0 Not Prioritized

Collect a comment on donor surveys

We recently started using the surveys and I have had several donors request a comment box be added to the surveys.
about 2 years ago in Engagement Surveys 0 Not Prioritized

Copy Import Template

The ability to copy an import file would be helpful. At times we need a copy of an import file to make small changes to (but keep both).
about 2 years ago in Import 0 Not Prioritized

Confirmation step when deleting an import template

On "imports" the "delete" option and the "cancel" option are next to each other. If delete is selected, you do not get the pop up asking if you are sure you want to delete like you do when deleting a constituent. It would be great to get the same ...
about 2 years ago in Import 0 Not Prioritized

Option to give a standard user access to custom data settings

Option to give standard users access to custom data settings so they can create and clean out values without being an Admin. Custom Data settings includes: Custom fields Fund list Campaign list Appeal list Tributes list Relationship roles list
about 2 years ago in Users 0 Not Prioritized