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.
Share feedback 8
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.
Share feedback 5

All Requests

Showing 498

Easier way to move constituents from one group to another

Easier way to move constituents from one group to another, for example updating someone from "Board Member" to "Former Board Member"
7 months ago in Groups 0 Not Prioritized

Admin can Duplicate and Archive Events

The ability to archive an event that is completed (but still be able to reference and report on it) and the ability to duplicate an event to speed up event creation.
over 2 years ago in Event management 7 Not Prioritized

Improve email list navigation (search, sort, folders)

Improve email list navigation (search, sort, folders) so that you can organize and easily find emails.
over 1 year ago in Email 10 Not Prioritized

Track just the month and date of a birthday, without the year

Track just the month and date of a birthday, without the year, so that you can segment birthday communications without collecting full birthdates, filling in fake years, or using custom fields.
over 1 year ago in Profile 2 Not Prioritized

More options in the prefix (title) field

Expand the available options in the Title field to support a wider range of military, religious, or other types of titles.
about 2 years ago in Profile 1 Not Prioritized

Don't show potential duplicate matches between and individual and organization when they have an employee/employer relationship

We are receiving hundreds of possible duplicate between an individual and an organization because they match on a shared item like phone number, address, email that is listed in both. Many of our constituents are employees of businesses we work wi...
7 months ago in Merge Duplicates 0 Not Prioritized

Backdate the start date for recurring donation schedules

Backdate the start date for recurring donation schedules so that you can track schedules that were started before the day you entered them in the CRM.
6 months ago in Transactions 0 Not Prioritized

List upcoming pledge installments in letters and emails

List upcoming pledge installments in letters and emails so that you can communicate with a donor about all their upcoming payments.
6 months ago in Donor Communications 0 Not Prioritized

Option to edit an address for multiple household members

When you edit an address to a constituent who is in a household, provide an option to edit any identical addresses on the other members of the household at the same time.
about 2 years ago in Relationship & Households 2 Not Prioritized

Manage an organization's primary contact easily in a list of all organization contacts

See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
about 1 year ago in Profile 0 Not Prioritized