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NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.

All Requests

Showing 760 of 760

Increase character limit for custom fields

We are trying to capture the details of contacts in our interaction custom fields and it is character limited, but the Note field allows us to leave any number of characters. We want the custom fields with text to fill unlimited characters.
7 months ago in Custom Data 0 Not Prioritized

"lock" Waivers after they are signed so they cannot be edited, and enable printing of waivers.

There is currently no way to "lock" a waiver after it has been signed. So after a volunteer signs a waiver, we (organization) can go in and modify the waiver verbiage, and still show that they signed it, dated, but with our new verbiage. This does...
7 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Ability to create a horizontal postcard

This would be useful because it would give more options on how you would want the postcard laid out. Some designs work better vertically whereas others work better horizontally. It would be nice to have both of these options to create a good visua...
about 1 year ago in Letters 0 Not Prioritized

Put a daily cap on number of hours a volunteer can enter for any one day

Right now a volunteer inputting hours or using the check in can put in any number. This should be something that can be restricted to help control for input errors
7 months ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Change search type after entering search string

It would be nice to be able to type into the top search bar and then select from the drop down (address/name/etc) without it clearing the search bar (instead of needing to select the drop down before typing anything in the search bar)
7 months ago in Search 0 Not Prioritized

Phone Number Default

Make the primary default phone number type "mobile" instead of "home" since the majority of individuals no longer use home phones.
over 2 years ago in Profile 0 Not Prioritized

UNDO button in scheduling

In the scheduling page, I would love an updo button! I often select multiple shifts to do a bulk change using the "take action" options - a feature I love EXCEPT when I forget to uncheck my items and then do a 2nd bulk change. What happens: I sele...
7 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

View Previous Imports

I would LOVE to see previous imports, not just the 5-6 most recent imports. Even the title of the import would be helpful so that as an organization we can track the data coming into the system easier.
8 months ago in Import 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 2 years ago in Donor Communications / Email 4 Awaiting Review

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 ...
almost 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized