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

Increase size of note attachments allowed

I can't attach all of the documentation.
about 3 years ago in Timeline 0 Not Prioritized

Track whether membership benefits have been delivered

When a membership comes with physical benefits, I want a way to track whether the benefits have been delivered so I can be confident the member received them and identify members who haven't received their benefits yet.
3 months ago in Transactions 0 Not Prioritized

Streamline user's time zone selection

There could be an faster way to set a user's time zone so you can spend less time scrolling through the list. This might cover both when you're creating a new user, and when you're updating an existing user's time zone (including your own). Potent...
3 months ago in Users 0 Not Prioritized

Option to give a standard user view only access to Letters area

Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
11 months ago in Letters / Users 0 Not Prioritized

Give standard users access to add notes and interactions but not edit constituent profiles

We'd like to assign "stewards" for constituents who can then add notes, interactions, etc to the constituent accounts but not have the ability to edit the profiles (at least until they have enough familiarity with the system). Our old CRM stored c...
about 1 year ago in Users 0 Not Prioritized

Make it easier to add a constituent to a static group

Make it easier to add a constituent to a group
about 1 year ago in Groups 0 Not Prioritized

More intuitive name for the "Impact/Cultivation" purpose

The "Impact/Cultivation" purpose is intended to be used for all the relationship building conversations you have with a donor that don't include an ask and aren't acknowledging specific donations. Renaming that purpose to something that makes that...
about 1 year ago in Timeline 1 Not Prioritized

Automatically see a group of lapsed members

Automatically see a group of lapsed members
over 1 year ago in Groups 0 Not Prioritized

Dynamic group for all members, not just active members in each level

Dynamic group for all members. Possible ideas: Include all current members, or all members Drilldown filter for membership status Drilldown filter for membership level
over 1 year ago in Groups 0 Not Prioritized

Calculate a member's join date & how many years they've been a member

Calculate a member's join date & how many years they've been a member
over 1 year ago in Calculation and Analysis Tools 0 Not Prioritized