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 10
PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
Share feedback 4

All Requests

Showing 880

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.,
about 2 years ago in Bulk Delete 0 Not Prioritized

Change username

Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
about 2 years ago in Users 0 Not Prioritized

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

See primary contact name in the constituent header

See primary contact name in the constituent header so you don't have to check on the Profile page.
about 2 years ago in Summary & Header 1 Not Prioritized

Digital membership card

It would be great if donors could receive a digital membership card in their donation confirmation either with a code, qr code, or barcode that stated their name, level of donation, and expiration date.
almost 3 years ago in Donor Communications / Email 0 Not Prioritized

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

Limit a standard user to only see the constituents they're assigned to

Option to limit a standard user to only see the constituents they're assigned to. Example: A fundraiser could only see the 150 prospects in their portfolio.
over 2 years ago in Users 1 Not Prioritized

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
10 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...
10 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...
10 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Under Consideration