NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

Showing 866

Initiate Tribute Notification from Tribute Screen

The ability to initiate an acknowledgement letter for a Notificant should be available from the Tribute screen.
over 1 year ago in Tributes 1 Not Prioritized

Bulk update task due date

Hi, I created a bulk task from a report (first time) then realized I needed to edit the due date - I had almost 1400 records and couldn't edit/delete or complete them in bulk. I was able to bulk delete and create a new bulk task BUT it would be am...
8 months ago in Bulk Update 0 Not Prioritized

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
over 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...
over 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...
over 1 year ago in 1. Recruitment (VMS) 1 Under Consideration

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.
over 1 year ago in Users 0 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.
over 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.
over 1 year ago in Search 0 Not Prioritized

Ability to Schedule Individual Roles at Specific Times within a Shift

This would benefit event and shift managers, as well as volunteers. Having the ability to adjust different times to roles within a shift would streamline communication between volunteers. It would also allow event managers and shift managers to sc...
8 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Multiple Website Links

Add the ability to add multiple website links under the Personal Information section for Constituents
about 2 years ago in Profile 0 Not Prioritized