NEW FEATURE REQUEST

Pinned feature request

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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
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

All Requests

Showing 760 of 760

More than one person can potentially sign up for the same shift despite the maximum limit

Scheduled shifts were configured correctly for Maximum Staff and Waitlist behavior as Blocked and normally this would prevent overflow signups. After further investigation it was found that these are the result of situations where signups usually ...
8 months ago in 1. Recruitment (VMS) 0 Under Consideration

Workflow Automation: Internal processes and project management

Coordinate work across multiple team members to consistently run internal processes. Examples: Standardizing a cadence for reviewing the major gift pipeline (like researching donor’s interests, updating statuses and notes for their major gift port...
about 2 years ago in Task Management 1 Not Prioritized

Track which constituents are not potential donors

Track which constituents are not potential donors so they can be excluded from the prospective donor group without being deactivated.
9 months ago in Groups / Profile 0 Not Prioritized

Duplicating a role

The ability within an opportunity to duplicate a role so I have a base to start from and can build onto it.
9 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Customize rates to determine an accurate value of volunteer hours

For my organization, we have to report the value of hours volunteered to grantors, etc. However, different roles have different values. For example, a dentist would be rated at $100/hour while a receptionist would be rated at $15/hour. Currently, ...
9 months ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Collect a comment on donor surveys

We recently started using the surveys and I have had several donors request a comment box be added to the surveys.
over 1 year ago in Engagement Surveys 0 Not Prioritized

📱Split Donation in Mobile App

How would you use the ability to split a single donation between more than one fund, in the mobile app? Let us know!
9 months ago in Mobile App 0 Under Consideration

Set default address values when adding constituents

Enable default values to be saved when adding constituents, specifically the ability to save city, state, zip to New Constituent field, since 99% of our constituents are from one city.
9 months ago in Profile 0 Not Prioritized

Generate tribute notificant letters without creating a letter batch

Explore a more efficient way to create & personalize a single tribute notificant letter, without having to go through the entire process of running a batch of letters.
about 2 years ago in Tributes 0 Not Prioritized

Display search results by sort name, not full name

If I'm looking for Mary Doe's account, it's much easier to see Doe, Mary than Mary Doe.
over 1 year ago in Search 0 Not Prioritized