Pinned feature request
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Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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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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58
VOTE
14
VOTE
Enhance the "Store as Default Values" feature
Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
0
Not Prioritized
26
VOTE
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, ...
2
Not Prioritized
49
VOTE
Built in support for tracking grant applications & reports
Improved support for grant applications and staying on top of reporting deadlines. Example capabilities: Track proposal stages Relate tasks to grant applications Track reporting deadlines for funders Grant-specific purposes
2
Not Prioritized
49
VOTE
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).
1
Not Prioritized
49
VOTE
7
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43
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