NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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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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All Requests

Showing 919

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

Option to give a standard user view only access to Groups area

In the settings for each user there is a "view only" option for Constituents and Reports and it would be helpful for that to be applicable to Groups as a whole. Users who can edit profiles and edit individual constituents but not edit group names,...
over 1 year ago in Users 0 Not Prioritized

Need to be able to control email preview header text

I don't want every email preview header text to start with "make a donation" because our masthead has a donate button. We will have to redesign it. This is a rather aggravating non feature of your email program. In other platforms we use the previ...
over 1 year ago in Email 0 Not Prioritized