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 919 of 919

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...
over 1 year ago in 1. Recruitment (VMS) 0 Under Consideration

Save bulk delete list criteria & list of what data will be deleted

Please create the function to both save the criteria used in mass deletes, and also add the option to export the mass delete report with customizable output columns before or after deleting.
over 2 years ago in Bulk Delete 0 Not Prioritized

Import shifts to Volunteer

I have a large number of shifts for an event. Being able to import from a spreadsheet would be extremely helpful. Many are the same, just small changes that excel can change quickly. Importing would be able to save me HOURS, maybe even days of work.
12 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Merging "opted out" of email interests

When merging duplicate constituent records, I noticed that under Communication Restrictions, a "Do Not Mail" restriction was carried over from one profile to another, but an "Opted Out" under Email Interests was not. This should be a field that ta...
over 2 years ago in Merge Duplicates 2 Not Prioritized

See System-defined static Groups in the constituent header or summary

See Static Groups in the constituent header so you don't have to check on the Profile page to see if someone is as a board member, former board member, volunteer, or staff.
over 1 year ago in Groups / Summary & Header 0 Not Prioritized

Bulk Assign Volunteer Permissions

Customer request to be able to either import volunteers with pre-assigned permissions, or be able to bulk assign volunteer permissions.
about 1 year ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Label the interaction with individual/organization name in timeline of household

Within the Household timeline of interactions there is the complied list of the interactions from each individual and organization in the timeline. By adding the name of the Organization or Individual to the interaction title automatically, then o...
about 2 years ago in Relationship & Households / Timeline Management 0 Not Prioritized

Add "group by" view for multi-select columns to only show single values

In reporting, users can group by a column. Column types where multiple values may be associated with a constituent will group by the various, multiple combinations of those values. Some users do not want all of the combinations and instead want a ...
about 1 year ago in Column Data / Groups 0 Not Prioritized

Email automation for assigned shifts

It would be useful if an automated email could be sent to staff who are assigned a shift by an event Manager (via Roster Mode or when managers promote staff from the waitlist).
over 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Detach a payment from a schedule

Detach a payment from a schedule (pledge, recurring donation, or membership) so that it can be treated as a one-off donation or linked to a different schedule.
about 1 year ago in Transactions 0 Not Prioritized