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
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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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All Requests

Showing 840

User permission to prevent specific users from editing specific constituent custom fields

User permission to prevent specific users from editing specific constituent custom fields so that they can edit certain kinds of information.
about 1 year ago in Users 0 Not Prioritized

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

Bulk update task due date

Hi, I created a bulk task from a report (first time) then realized I needed to edit the due date - I had almost 1400 records and couldn't edit/delete or complete them in bulk. I was able to bulk delete and create a new bulk task BUT it would be am...
7 months ago in Bulk Update 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

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
about 1 year ago in Constituents / Import / Search 0 Not Prioritized

Nested campaigns

Allow campaigns to be nested under "parent" campaigns. For example, I have a 2024 Annual Fund goal, and I would like to add individual campaigns (Spring Campaign, Year-End Campaign) that roll up into the total for the 2024 Annual Campaign. This is...
about 1 year ago in Calculation and Analysis Tools / Custom Data 0 Not Prioritized

Edit Button Text for Organization Signup

I would like to be able to change the text on the "signup" button of the main organization page, similar to how it can be edited on the opportunity pages. For example, we would prefer something other than "Signup For This Organization" since we do...
about 1 year ago in 1. Recruitment (VMS) 0 Under Consideration