NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

Showing 508

See relevant custom fields at the top of a constituent's record

Move your most valuable custom fields to a more visible position on the Profile or Summary so the information you find most useful is easy to see, instead of at the bottom of the profile.
over 2 years ago in Summary & Header 1 Not Prioritized

Promo/Discount Codes for Event Tickets

Make events easier to manage and reduce duplicate ticket types by using discount codes to lower the price of tickets for your attendees.
almost 3 years ago in Event management 3 Not Prioritized

Search for specific transactions

Look up a transaction based on some information, without creating a report or searching for the donor's constituent record. Examples might include entering a date range, dollar amount, or check number.
about 3 years ago in Transactions 1 Not Prioritized

Option to require phone number on forms

Option to require phone number on forms. If you want to require custom fields, please upvote Option to make custom fields are required for specific online forms, without having them be required for manual entry
11 months ago in Forms / Online Fundraising 0 Not Prioritized

Ability to create a constituent summary / one-pager report

Sometimes I need a physical version of a constituent's profile, but there's not an easy way to get giving or other constituent information into a printable format. I would like to have the option to create a report where selected giving, contact, ...
over 1 year ago in Reporting  / Summary & Header 2 Not Prioritized

Selectively keep some information from the merged constituent when merging duplicates

When merging two duplicate constituents, keep some information from the original record (created date and account number, for example) and some details from the newly created record (primary address, for example).
over 2 years ago in Merge Duplicates 1 Not Prioritized

Distinguish between mailing/billing addresses and physical addresses

Distinguish between mailing/billing addresses and physical addresses so that you can send direct mail to the primary mailing/billing address but visit a constituent at their primary physical address.
almost 2 years ago in Profile 2 Not Prioritized

Create new pledges through an online form

Donors can create new pledges via an online form. For example, when an event sponsor intends to pay via check.
over 2 years ago in Online Fundraising 5 Not Prioritized

Find a tribute in the tribute list by searching for its name

Find a tribute in the tribute list by searching for its name.
over 2 years ago in Tributes 8 Not Prioritized

Improve email list navigation (search, sort, folders)

Improve email list navigation (search, sort, folders) so that you can organize and easily find emails.
almost 2 years ago in Email 11 Not Prioritized