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 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 838

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

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

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

Training Checklist

Create a training tab where volunteers can view training materials (ex.watch this video w/ link) and mark the task/training as completed; having this information stored in their profile (could be separate as "training" or as a "qualification")
4 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Streamline Opportunity Creation - Too many buttons to push to get an opportunity created

When creating an opportunity, there is far too many steps that have to take place just for a volunteer to sign up in order to volunteer for that opportunity. I feel as though you should be able to create an opportunity and not have to assign sever...
4 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

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

Preview opportunities outside of an assigned role

An administrator should be able to switch from admin to volunteer to view open opportunities in either role. As an admin I am also a volunteer but can only view open opps as an admin, not a volunteer. I can not see the opps that I've created from ...
4 months ago in 1. Recruitment (VMS) 0 Under Consideration

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.
about 2 years ago in Donor Communications / Email 0 Not Prioritized

Ability to Reorganize/Sort Concurrent Shifts in Calendar View

It would be helpful to rearrange concurrent shifts in calendar view. Currently, they are listed in alphabetical order, which is not helpful for our staff, who are used to seeing the first shift entered appear first--maybe this was a recent change?
4 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Add Schedule to Apple Calendar Integration

Dear Product Team, PLEASE (not screaming but sort of am) please provide a native integration with Apple's calendar allowing one button “add to Apple Calendar” on the iPhone Boomerang App that is accessible as soon as one signs up for a shift. A sy...
4 months ago in VMS Integrations & API 0 Under Consideration