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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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A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.

All Requests

Showing 840

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.
about 2 years ago in Engagement Surveys 0 Awaiting Review

Allow sms texts even for those who have the app

Our org is located where cell signal is not great, and data connection even worst. We would like to default to everyone receiving sms text notifications instead of in app notifications if they have the app (sms can go through with just a few secon...
9 months ago in 4. Engagement (VMS) 1 Under Consideration

Bulk delete selected addresses

Mass delete selected addresses so that you can remove information that is bad, have sloppy capitalization, typos, or inconsistent formatting, or that you no longer want to track.,
almost 2 years ago in Bulk Delete 0 Not Prioritized

Change username

Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
almost 2 years ago in Users 0 Not Prioritized

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.
almost 2 years ago in Profile 0 Not Prioritized

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...
about 2 years ago in Bulk Update 0 Not Prioritized

Bulk update note on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the notes for the transactions as well. Could save a lot of time.
over 1 year ago in Bulk Update 0 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
9 months ago in Merge Duplicates / Profile 0 Not Prioritized

Change custom field data type to Text

The ability to change the custom field type from Number to text would be great. I understand that the opposite might not be possible but from number to text won't hurt technically since you can safely convert number to text.
9 months ago in Custom Data 0 Not Prioritized

Allow the option to give Standard Users access to the NCOA Dashboard to view, update and mark tasks as completed.

The NCOA Dashboard is a great feature and is very helpful for keeping our data up to date. Maintaining the NCOA Dashboard is a data-entry level task, but I am not able to offload the task it to my assistant because giving Administrator Access woul...
about 1 year ago in Integrations / Users 0 Not Prioritized