NEW FEATURE REQUEST

Pinned 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 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

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

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

Copy address from the profile header

A way to copy the full address from a constituent's profile header so that you can paste it in another place without needing to drag your cursor to select just the address.
over 1 year ago in Summary & Header 0 Not Prioritized

Change custom field data type to Text

The ability to change the custom field type from Number to text would be great. I understand that the opposite might not be possible but from number to text won't hurt technically since you can safely convert number to text.
about 1 year ago in Custom Data 0 Not Prioritized

Bulk update address type

It would be great if you could do more with updating addresses with an upload. Change the address type from home to work or Vice Versa. In-line editing would also be a great addition like salesforce has so you don't have to toggle to the profile y...
about 1 year ago in Bulk Update 0 Not Prioritized

Identify Name of "Other/Manager"

It would be very helpful to be able to know: who made changes to the number of hours work in a shift if a shift was deleted all together
about 1 year ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Form Questions: Auto fill country for those in that specific country

When adding a volunteer or when a volunteer makes an account if our country could be selected automatically.
about 1 year ago in 1. Recruitment (VMS) 1 Under Consideration

Track auction sales

Track auction sales. Examples on how they're different from typical donations: Linked to an in-kind donation that was donated by someone else Tax deductibility calculated based on auction amount minus the fair market value of the item purchased
about 1 year ago in Transactions 0 Not Prioritized

Have payments inherit assigned letter from their parent schedule

Have payments (pledge, recurring, membership) inherit the assigned letter from their parent schedule.
about 1 year ago in Transactions 0 Not Prioritized