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...
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 ...
Improved Crowdfunding/Peer to Peer Page and Form Customization
Allow Crowdfunding forms to be more customizable, including color themes, images, positioning, more flexible informational text, button text, event terminology (like attendee vs sponsor), embeddable widgets.
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.
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.
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
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
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.
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.
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.