NEW 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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Showing 835

18 month giving

We are often looking at 18 month giving and it would be helpful if this was a feature on the constituent giving summary. If it could be a rolling number that would be super awesome
about 1 year ago in Summary & Header 0 Not Prioritized

Move the BCC email field up on Email Interactions

When you bcc an email to a constituent it creates a new interaction that says it's an email, has the subject in the preview, but then when you open the interaction the bcc'd email is at the very bottom after all of the custom fields. It would be m...
about 1 year ago in Timeline 0 Not Prioritized

Standard logo/photos for Vol. Opportunities

Ability to set a standard logo and cover photo on opportunities. Then they can be individually changed at each opportunity. i.e. Each time a new opportunity is created, a preset logo and cover photo would populate and then manually be changed with...
about 1 year ago in 1. Recruitment (VMS) 1 Under Consideration

More easily access the delete, merge, and change type workflows for constituents

The workflows to delete, merge, and change type for a constituent can be hard to find because they're only accessible after clicking a small arrow on profile page. This change would make these workflows more transparent so you don't need to chat s...
over 2 years ago in Profile 0 Not Prioritized

One login for multiple organizations

I am a consultant and work with several organizations. I wish I could only use one login and switch back and forth between each organization.
about 1 year ago in Users 0 Not Prioritized

Track notificant's relationship to the tribute and use that as a merge field

When linking a notificant to a tribute, you could indicate how you'd want to reflect their relationship to the tribute in a letter. For example, when sending a letter to a notificant you could pull from this merge field to populate the bold part o...
over 2 years ago in Tributes 1 Not Prioritized

View a constituent's name title on the Constituent Dashboard and search results

It is possible to have two donors with the same name and the only thing that distinguishes them is "Dr.". Can you add this to Search results and also to the top banner when viewing a constituent record.
about 1 year ago in Search 0 Not Prioritized

See recent constituents from the search bar

See recent constituents from the search bar so that you don't need to go to the Recent Constituent sections on the home page or constituent dashboard to quickly trace your steps back to where you left off.
about 1 year ago in Search 0 Not Prioritized

Add option for expiry dates on qualifications.

No description provided
8 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

WEEK START DATE option in Opportunities

It would be great to be able to start a different "start date" for the week over Sunday. Our Opportunities are either Thur through Sunday OR Saturday through Friday - it would be great to see the whole opportunity in the Week Calendar view.
over 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration