Create a Task from the Acknowledgement Section of a Transaction
If we could create a task from the acknowledgment section of a transaction then we could assign volunteers to thank the donor for specific donations and that interaction would be recorded with the donation. Right now this process is much more invo...
Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.
Hi, is it possible to expand the years shown on constituent giving summaries on their summary page? I'd like to see their summary starting from 2012 at a glance rather than make multiple clicks through their full timeline.
Ability to schedule email delivery for every 2 weeks.
Increase the available options for frequency from Daily, Weekly, Monthly, Once to include option for Every 2nd Wednesday (for example). This will account for emails that get sent out every 2 weeks.