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 919

Customize the formula for recognition names for your organization

Customize the formula for recognition names for your organization so you can get the precise naming conventions you prefer without updating all the recognition names by hand or via an import.
about 2 years ago in Profile 0 Not Prioritized

Ability to add hyperlinks to text in form questions

Would be useful to be able to include links in form question text. Sometimes in order to join the organization/opportunity, we might require volunteers to fill out and additional form online. To be able to link this form in a form question so they...
9 months ago in 1. Recruitment (VMS) 0 Under Consideration

Lock Schedule - Request Shift Cancellation

On a former volunteer software that I used, I was able to "lock" the schedule 5 days prior to the volunteer shift. This way, if a volunteer wanted to remove themselves, they would need to contact me. I, of course, would remove them on their reques...
about 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Default value for a custom field

Having a default value for a custom field would allow for currently blank fields to at least have a value in them, especially if the value is mostly consistent across the organization. It saves time from having to always manually update a field.
about 1 year ago in Custom Data 0 Not Prioritized

Bulk update note on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the notes for the transactions as well. Could save a lot of time.
almost 2 years ago in Bulk Update 0 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
about 1 year ago in Merge Duplicates / Profile 0 Not Prioritized

Filter Opportunities by Tag in Reports

We have a lot of opportunities, but they all fall into 3 main categories (construction, ReStore, and other). For pulling reports, it would be great to be able to filter by opportunity "Category" and get a report with all 19 opportunities in the "C...
5 months ago in 7. Reporting & Data Visualization (VMS) 0 Under Consideration

Allow the option to give Standard Users access to the NCOA Dashboard to view, update and mark tasks as completed.

The NCOA Dashboard is a great feature and is very helpful for keeping our data up to date. Maintaining the NCOA Dashboard is a data-entry level task, but I am not able to offload the task it to my assistant because giving Administrator Access woul...
over 1 year ago in Integrations / Users 0 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 ...
over 3 years ago in Donor Communications / Email 7 Awaiting Review

placement of Opportunity cards

I would like to have the ability to move the order of Opportunities in the Opportunity Dashboad. Putting the most important ones first and the less used opportunities at the end.
5 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration