NEW FEATURE REQUEST

Pinned feature request

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PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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All Requests

Showing 919 of 919

Please track volunteer mileage

We need to track volunteer miles as well as hours for in-kind grant match for our projects. Currently there is no way to do that except for in the notes field - and it is messy and inconsistent. Having a dedicated field in the Volunteer Kiosk/Hour...
over 1 year ago in 5. Attendance Tracking & Hours Worked (VMS) 2 Under Consideration

Export all addresses for a constituent without using the Database Export

Export all addresses for a constituent without using the Database Export so that you can send direct mail to all of a constituent's addresses.
about 2 years ago in Reporting 1 Not Prioritized

See preferred communication channel in the constituent header

See preferred communication channel in the constituent header so you don't have to check on the Profile page.
about 2 years ago in Summary & Header 0 Not Prioritized

See information about open recurring schedules in constituent header or summary

ease of quickly identifying how many reoccurring donations a donor has (some donors have two or more concurrently, which gets confusing)
over 2 years ago in Summary & Header / Transactions 1 Under Consideration

See number of transactions on constituent summary

So we can see how many donations a donor has made as well as the total amount they have donated.
over 2 years ago in Summary & Header 0 Not Prioritized

Group Name Displaying instead of Leader

We would like to be able to see the Group Name instead of the Group Leader when we refer to the schedule. It would also be helpful if there was a way to track groups and specific organizations
over 1 year ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Allow sms texts even for those who have the app

Our org is located where cell signal is not great, and data connection even worst. We would like to default to everyone receiving sms text notifications instead of in app notifications if they have the app (sms can go through with just a few secon...
about 1 year ago in 4. Engagement (VMS) 1 Under Consideration

Create a Task from the Acknowledgement Section of a Transaction

If we could create a task from the acknowledgment section of a transaction then we could assign volunteers to thank the donor for specific donations and that interaction would be recorded with the donation. Right now this process is much more invo...
about 3 years ago in Task Management / Transactions 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.
over 1 year ago in Search 0 Not Prioritized

Make the constituent profile header stick to the top of the screen

Make the constituent profile header stick to the top of the screen so that you can always see the donor's name & key information even if you've scrolled further down the pate.
over 1 year ago in Summary & Header 0 Not Prioritized