NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
Share feedback 5
PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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All Requests

Showing 80

Mass delete interactions

Efficiently delete a list of timeline interactions, rather than deleting each interaction individually.
over 2 years ago in Bulk Delete 0 Released

Option to give standard users access to Duplicate Constituents list

Option to give standard users access to Duplicate Constituents list they can help clean data without having full Admin access.
over 1 year ago in Users 0 Released

Email Notification for New Organization Members

We would love to be notified when a new person signs up for our organization!
9 months ago in 4. Engagement (VMS) 1 Released

📱Attachments on Timeline Entries

Add the ability to view, edit, and upload attachments on timeline entries (donations, interactions, notes, and tasks) when using the mobile application.
over 1 year ago in Mobile App 0 Released

Save custom branded email templates

In the email function, we would like the option to create custom starter templates for our organization. For our newsletters, making copies of previous newsletters causes errors. Starting from a custom template will save us time rather than starti...
over 2 years ago in Donor Communications / Email 3 Released

Automatically sign out users

Automatically sign out CRM users after a certain time to protect donor data from in person access or online hacking attempts.
4 months ago in Users 0 Released

NOTIFICATIONS for when users sign up in an ORG level (they exist in Opp level now)

Currently - the only way to see if a new person signs up at an ORG level is to login and look for it. At an Opp level there is a way to receive an email when someone signs up - If we want people to first sign up in an ORG level we need to be able ...
9 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Released

Bulk Update Funds, Campaigns, and Appeals on Transactions

Bulk update the funds, campaigns, and appeals for transactions in order to make your data clean up easier. If you have feedback about how to make the new mass update tool better, please use the "New Feature Request" button.
over 2 years ago in Bulk Update 2 Released

Resolve multiple duplicate matches at once

Efficiently merge multiple pairs of suggested duplicate constituents, rather than merging each pair separately.
over 2 years ago in Merge Duplicates 0 Released

Enforce the date range for Campaigns

As part of the Dashboard updates, we will now enforce a date range set by a user for Campaign goal tracking. A user can set the filtering of the goal by Fiscal Year, Calendar Year, or by a Custom Range, and the Campaign progress will only count tr...
over 2 years ago in Reporting 2 Released