NEW FEATURE REQUEST

Pinned feature request

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PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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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
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All Requests

Showing 835

Include country in letter envelopes for international mailings

I really appreciate the new "Envelopes" option that creates a pdf of addressed envelopes for our thank you letters. Unfortunately the country name is not being pulled into the address for international addresses. It would be great if you could fix...
over 2 years ago in Donor Communications / Letters 2 Not Prioritized

Automatically update constituent data when a condition is met

Automatically update constituent data when a condition is met so that you don't have to rely on memory to track information consistently. examples: Change a constituent's status from inactive to active
over 1 year ago in Profile 0 Not Prioritized

Delete an appeal

I was looking to clean up our appeals list and i noticed that you can't delete any appeals. I understand why you can't delete any appeal tied to a donation but appeals that do not have a donation tied to them should be able to be deleted.
about 2 years ago in Custom Data 0 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.
over 2 years ago in Donor Communications / Email 0 Not Prioritized

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 ...
over 2 years ago in Integrations 0 Under Consideration

Add a food bank inventory management solution

Examples: Tracking quantity of food (typically pounds) Merge fields for quantity (current custom fields don't format the commas in large numbers) Mobile scanning for donation drop offs Inventory management
about 2 years ago in Platform (general) 1 Not Prioritized

Setting to Allow Role Managers to See Full Opportunity schedule

request that an option to be added into the Role Manager Settings as a sub-option for "Can view all Staff in the Opportunity" which allows the Role Manager to view the Master Schedule
about 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Different timeline icons for email and mass email

It would be great if the icons were different colors to indicate a mass email vs a regular email.
over 2 years ago in Timeline 0 Not Prioritized

Have payments inherit the "Do Not Acknowledge" status from their parent schedule

Have payments inherit the "Do Not Acknowledge" status from their parent schedule so that they can be excluded from communications using a built-in field rather than creating a constituent custom field.
about 1 year ago in Transactions 0 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
about 1 year ago in Donor Communications / Profile 0 Not Prioritized