NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
Share feedback 8
PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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All Requests

Showing 762 of 762

Customize the formula for recognition names for your organization

Customize the formula for recognition names for your organization so you can get the precise naming conventions you prefer without updating all the recognition names by hand or via an import.
over 1 year ago in Profile 0 Not Prioritized

See informal name in the constituent header

See informal name in the constituent header without having to go to the Profile page.
over 1 year ago in Summary & Header 1 Not Prioritized

See primary contact name in the constituent header

See primary contact name in the constituent header so you don't have to check on the Profile page.
over 1 year ago in Summary & Header 1 Not Prioritized

See attachment indicator on the timeline

See if a transaction, interaction, or note has an attachment when you view the timeline, without having to filter for items that have attachments.
over 1 year ago in Timeline 0 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 1 year ago in Tributes 0 Not Prioritized

📱Use the mobile app without an internet connection

Use of the mobile app currently requires a data connection to your device. How would you use the ability to work offline and have data sync and donations process once you reestablish a data connection?
8 months ago in Mobile App 0 Under Consideration

Bulk Remove from Volunteer's Schedule

Sometimes, volunteers will tell me that they will be unable to volunteer and would like me to remove them from the schedule. Currently, if you want to delete more than one shift, you have remove them one by one. It would be useful to be able to se...
4 months ago in 3. Scheduling & Placement (VMS) 3 Already exists

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,...
8 months ago in VMS Integrations & API 0 Under Consideration

Bulk update interactions

Nice that you have added some volunteer support, but now some of our custom fields are effectively superfluous and we'd like to update old interactions to use the new values (for consistency in reporting going forward) as the new standard Voluntee...
over 1 year ago in Bulk Update 0 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 1 year ago in Relationship & Households 1 Not Prioritized