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 880

Allow reordering of opportunities on the recruitment page

Right now if I am entering opportunities, they order based on when I entered them. Sometimes as I add new opportunities, I may want to change the order.
2 months ago in 1. Recruitment (VMS) 1 Under Consideration

Add a way to Pin, Favorite, or Star Reports

I access the same reports frequently, and it would be much easier if I could easily access them from places like the Home page or on the Report List page without needing to search.
over 1 year ago in Home Dashboard / Report Types/List and Templates / Reporting 2 Under Consideration

Roster Mode: Search across the Organization Feature

It would be much more efficient and less time-consuming if there were an option to search for volunteers across the organization directly within the opportunity level. Often, when scheduling a volunteer, I realize—after applying the correct filter...
6 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

Constituent birthday filter and reporting improvements

I need to know when constituents are having their birthdays today or soon, because it's a great opportunity to reach out and engage with them. And, I need the birthday filter enhanced to more easily include these constituents in reports, emails, a...
over 1 year ago in Filters / Reporting 2 Under Consideration

Create a "View email in your browser" link for each email

Create a "View email in your browser" link for each email so that you can keep an inventory of past newsletters on your website, post on social media, or share access to someone who didn't get the email when it was originally sent.
almost 2 years ago in Email 4 Not Prioritized

Prospect Pipeline/Moves Management/Major Gifts

Product functionality to support a stewardship pipeline for major gift prospects, rather than relying on custom fields. Examples might include: Tracking the stage of the cultivation process a prospect is in Target ask dates and amounts Donor's int...
over 2 years ago in Profile 14 Under Consideration

Show a potential duplicate match even if only the names match

Show potential duplicates in the duplicate report for cases where the name matches, even if they don't have any contact information in common.
about 3 years ago in Merge Duplicates 4 Not Prioritized

Brand fonts for emails

Brand fonts for emails Note: This idea is split from fonts for letters because of different technical restrictions on how fonts display in email inboxes vs what's possible with print media. To vote for more fonts in letters, please see this idea: ...
12 months ago in Email 0 Not Prioritized

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
almost 2 years ago in Profile 5 Not Prioritized

Bulk update custom fields on transactions

Efficiently change a custom field value on multiple transactions at once.
about 3 years ago in Bulk Update / Transactions 8 Not Prioritized