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 868 of 868

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
9 months ago in Reporting 0 Not Prioritized

Default view/filter when updating opportunities

I would love if when I choose a "filter" setting when in the opportunities tab, that it would stay defaulted to what you chose. Example: I have a lot of "open" opportunities that i am working on and editing and my default view is to see all opport...
9 months ago in 7. Reporting & Data Visualization (VMS) 0 Under Consideration

Copying Opportunities with form questions & required fields selected

Whenever I copy an opportunity to be able to create a new one, I choose to bring over the "form questions" and they are copied over but the selections are never copied with it. Meaning, I have the same questions, but the buttons are not toggled on...
9 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Under Consideration

Allow Groups to join at "Join Organization" level

Allow Groups to join at "Join Organization" level rather than just at "Opportunity" level. We have a number of groups interested in volunteering with our organization and we'd rather have an account for the group rather than have to assign the gro...
9 months ago in 3. Scheduling & Placement (VMS) 0 In Progress

Learning Management - INCLUDE TRAINING VIDEOS THAT THEN ALLOW SOMEONE TO BE QUALIFIED FOR A ROLE

I'm finding it cumbersome for people to sign up for shifts that require qualification that need a training video. They have to email me, then i have to send the training link, then they have to join, and THEN i can mark them as qualified and THEN ...
9 months ago in 1. Recruitment (VMS) 0 Under Consideration

I would like to be able to edit both name and email regardless whether claimed on not

I would like to be able to edit both name and email regardless whether claimed on not. Some don’t capitalize their name, some make a rookie error at .com in email. They all say it’s a bit difficult to change in the system for some reason, and it w...
9 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Use interaction custom fields on tasks

Use interaction custom fields on tasks so that you can segment tasks based on custom information and track the values on the interactions created when you complete the task.
almost 2 years ago in Task Management 2 Not Prioritized

Set default social media links to use in emails

It would be nice to be able have the social media account info specified in the Organization Settings used as the default when adding social media icons to an email. We often duplicate previous emails to use as "templates" for a new email, so the ...
about 3 years ago in Donor Communications / Email 6 Awaiting Review

Timed Shift Publish

Just like you can select the date for when an Opportunity goes live, I would like if I could schedule when a shift would move from "draft" to "published." We have a repeating schedule that rarely changes, but I don't want to publish the entire yea...
about 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Bulk delete selected addresses

Mass delete selected addresses so that you can remove information that is bad, have sloppy capitalization, typos, or inconsistent formatting, or that you no longer want to track.,
almost 2 years ago in Bulk Delete 0 Not Prioritized