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
Share feedback 11
PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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All Requests

Showing 919

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

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

Redirect to a custom URL after opportunity signup

I would like to redirect volunteers back to our company website after signing up for an opportunity. Our site has an online donation form where volunteers can donate to our non profit.
about 1 year ago in 4. Engagement (VMS) 1 Under Consideration

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

Allow more flexibility on the field mapping step of the Mailchimp-Bloomerang integration

Remove the requirements for Mailchimp custom fields to be set to the type "Text" in order for Bloomerang information to be mapped to them. Right now, it is impossible to sync data from Bloomerang to a number field or a picklist field in Mailchimp ...
almost 3 years ago in Integrations 0 Under Consideration