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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
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

All Requests

Showing 919 of 919

Video Embeds for Livestreaming or Promotion on Event Pages

Embed a video on an events page for either promotional/informative purposes or to livestream the event.
almost 2 years ago in Event management 0 Not Prioritized

Improved Event Reporting and Constituent Segmentation

The ability to report on specific event details in order to better segment constituents (for example by event or ticket type) and report on Events, like attendance, total raised, etc.
almost 2 years ago in Online Fundraising 0 Not Prioritized

Merge constituents from the profile without changing their type first

Merge an organization and individual constituent record from the profile page, without having to first change the constituent type for one of the records.
about 3 years ago in Profile 0 Not Prioritized

Automatically update constituent data when a condition is met

Automatically update constituent data when a condition is met so that you don't have to rely on memory to track information consistently. examples: Change a constituent's status from inactive to active
almost 2 years ago in Profile 0 Not Prioritized

More Control over the Active/Inactive Status

The Active/Inactive Ind should be controled by the Admin. Our volunteers quit and many are seasonal. This seems like an indicator that should be maintained by ADMINS.
8 months ago in 6. Retention & Recognition (VMS) 1 Under Consideration

Ability to block volunteers

We've had a few incidents of volunteers not adhering to our code of conduct. While we can simply remove them, there is no way to keep them from signing up again. The ability to block a person by email would be really helpful
over 1 year ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Acknowledgement tasks should have the option to turn into acknowledgements on transactions

When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.
over 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Spell check feature

There are a lot of input fields in the VMS, it would be extremely helpful to have any of the public facing fields include spell check to save us time and ensure professionalism to our audience.
8 months ago in 4. Engagement (VMS) 0 Under Consideration

Sync All Shifts in Organization to Google Calendar (Administrator View)

It would be really helpful if shifts could sync to automatically update who is signed up within a particular shift on Google Calendar, to view alongside our other work calendars.
over 1 year ago in VMS Integrations & API 0 Under Consideration

Invoice tracking

Track invoices as a distinct communication type, separate from pledge reminders. Example features: Track whether a gift schedule has received an invoice Track the date the most recent invoice was sent Export the invoice date to a file for accounti...
over 1 year ago in Donor Communications 0 Not Prioritized