Pinned feature request
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Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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Way for a standard user with view-only access to transactions to export data
You released the ability to hide transactions from certain user reviews which is really helpful except that then they can't run any reports. so, they can't run a mailing list, for example, to print labels or something like that, which is just basi...
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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...
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View specific custom fields on the Constituent Dashboard and search results
It would be great to have the ability to customize the search screen results. There are several fields depicted, which is great, but others such as constituency or class years would be helpful when two or more constituents have the same name.
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