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NEW FEATURE REQUEST

Pinned feature request

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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 ...
PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles

All Requests

Showing 919 of 919

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

Edit Event Attendee Ticket Details

The ability to edit an Attendee's ticket type after purchase. Donors may have selected the wrong ticket or want to upgrade.
almost 3 years ago in Event management 0 Not Prioritized

Improve tribute list navigation (sort, filter)

Improve tribute list navigation (sort, filter) to make it easier to find a specific tribute to update.
about 1 year ago in Tributes 1 Not Prioritized

Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
about 1 year ago in Timeline 0 Not Prioritized

Email automations based on Opportunity start date

Since Opportunities disappear from the Org home page after a volunteer signs up for the Opportunity, some of our volunteers have had a hard time navigating back to the Opportunity page to sign up for additional shifts. They also do not like the am...
about 1 year ago in 4. Engagement (VMS) 1 Under Consideration

Report List Page - Improve UI for smaller screens

The addition of report folders and refreshing the list make it difficult for users to interact with the elements on the page. We should have a UI that works on smaller screen resolutions.
almost 2 years ago in Report Types/List and Templates / Reporting 0 Under Consideration

Assign task to more than one person

We often have times that we need to assign a task to more than one person. This often happens when alerting our team to a grant check that will be coming in (we have two people who input checks) or might need to meet with a major donor. Currently ...
over 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Shift sign up : Pop-up to show important information.

I am requesting a popup to appear to display important information when volunteers sign up for a shift. For instance, we include in the description that everyone should wear closed toe shoes and volunteers should be older than 14 but sometimes peo...
5 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

Option to make Volunteer cell phone number mandatory in an opportunity

I need to call my volunteers to verify information. If a volunteer doesn't include their number, I have no way to call them. I loose volunteers when I can't call them before their shift.
5 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Action step from Central Schedule

When looking at the Central Schedule, it would be great to have an Action button or Print. That way we can filter for our day, what opportunites, etc and have a hard print out for our Front Desk. I'm trying to find a way to export it, but its also...
5 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration