NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
Share feedback 14
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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All Requests

Showing 919 of 919

Hide specific constituents from some users

Hide specific constituents from some users so that they can't access contact information. Example: Hide a celebrity's support for your organization from most of your team members.
over 2 years ago in Users 0 Not Prioritized

Configure the new constituent data entry screen to not display every field

Configure the new constituent data entry screen to not display every field so that you can more easily focus on the fields you want to fill out consistently.
over 1 year ago in Profile 0 Not Prioritized

Edit a constituent's sort name

Edit a constituent's sort name so that you can define where they should show up in a report that's sorted by sort name.
over 1 year ago in Profile 1 Not Prioritized

Enhanced filters and navigation for the import template list

Enhanced navigation for the import template list. Examples: See additional metadata like the most recent date the import template was used, who created it. Sort based on name, and other metadata Filter based on metadata
over 1 year ago in Import 1 Not Prioritized

Add a client/case management solution

Add a client/case management solution to the platform. Example capabilities: Track client-specific data like emergency contact person Client intake Conduct assessments Facilitate case planning Analyze progress and outcomes
over 1 year ago in Platform (general) 0 Not Prioritized

Add a child sponsorship management solution

Add a child sponsorship management solution to the platform.
over 1 year ago in Platform (general) 1 Not Prioritized

Gate from Opportunity Access Until Approved at Organization Level

Option that volunteers can't get added to opportunity until approved to be added to organization. It would be very beneficial to have the option to not allow new sign-ups to be automatically added to an opportunity. We have an interview process be...
about 1 year ago in 1. Recruitment (VMS) 0 Under Consideration

Change email interests to "opted out" when constituent flags email as spam

We sent an email newsletter and one constituent marked the email as spam. I would like there to be an automatic process that changes a constituent's email preferences to "opted out" when they mark one of our emails as spam.
almost 2 years ago in Donor Communications / Email 0 Not Prioritized

Using brand colors on volunteer platform

I saw a couple requests for brand colors for donor side, but I would also like to formally request that they be added on the volunteer side of things as well. This would include on the recruitment page, opportunity page and in emails.
5 months ago in 1. Recruitment (VMS) 0 Under Consideration

Update or delete a written off pledge

Update or delete a written off pledge without using the bulk update/delete features.
about 1 year ago in Transactions 0 Not Prioritized