NEW FEATURE REQUEST

Pinned feature request

View all
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 ...
Share feedback 1
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 6

All Requests

Showing 837

Constituent birthday filter and reporting improvements

I need to know when constituents are having their birthdays today or soon, because it's a great opportunity to reach out and engage with them. And, I need the birthday filter enhanced to more easily include these constituents in reports, emails, a...
over 1 year ago in Filters / Reporting 2 Under Consideration

Brand fonts for emails

Brand fonts for emails Note: This idea is split from fonts for letters because of different technical restrictions on how fonts display in email inboxes vs what's possible with print media. To vote for more fonts in letters, please see this idea: ...
8 months ago in Email 0 Not Prioritized

Stronger visual distinction between timeline items

Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...
over 2 years ago in Timeline 1 Under Consideration

Include soft credits in giving calculations like First, Largest, and Latest Transaction

Include soft credits in giving calculations like First, Largest, and Latest Transaction
about 1 year ago in Calculation and Analysis Tools 6 In Progress

Groups - Ability to add number of participants by date instead of by group

We have regular groups that visit every week. Instead of adding the same group as multiple entries, it would be helpful to be able to add the total volunteers committed to the "Group Hours Worked" by date for proper calculations. The same group ma...
about 1 month ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
over 1 year ago in Profile 5 Not Prioritized

Create a "View email in your browser" link for each email

Create a "View email in your browser" link for each email so that you can keep an inventory of past newsletters on your website, post on social media, or share access to someone who didn't get the email when it was originally sent.
over 1 year ago in Email 4 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
6 months ago in Bulk Update / Relationship & Households 3 Not Prioritized

Prospect Pipeline/Moves Management/Major Gifts

Product functionality to support a stewardship pipeline for major gift prospects, rather than relying on custom fields. Examples might include: Tracking the stage of the cultivation process a prospect is in Target ask dates and amounts Donor's int...
over 2 years ago in Profile 14 Under Consideration

Request for Administrative Permissions to Reset Volunteer Passwords

Our volunteer program would benefit from having administrative (Manager) permissions to reset or set temporary passwords for our volunteers. Volunteers frequently reach out to our team when they encounter issues accessing the portal while trying t...
3 months ago in 4. Engagement (VMS) 0 Under Consideration