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 Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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All Requests

Showing 508

Recurring tasks for administrative work

Set up recurring to-dos not related to a specific constituent in order to easily stay on top of ongoing, internal administrative processes like data scrubbing, reporting, etc.
over 2 years ago in Task Management 4 Not Prioritized

Streamline creating organization contacts/employees

Streamline the steps to create a new constituent and add an employee/employer relationship. Known pain points include: Very different workflow for the 1st contact person vs the 2nd contact person Number of steps it takes to go to constituent dashb...
almost 2 years ago in Profile 2 Not Prioritized

Manage an organization's primary contact easily in a list of all organization contacts

See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
almost 2 years ago in Profile 1 Not Prioritized

Process Partial Refunds

Add the ability to refund only part of the transaction and not the entire transaction amount.
almost 3 years ago in Payments 8 Not Prioritized

Admin can Duplicate and Archive Events

The ability to archive an event that is completed (but still be able to reference and report on it) and the ability to duplicate an event to speed up event creation.
about 3 years ago in Event management 7 Not Prioritized

Create envelope when printing an individual letter

It would be great - upon manually entering a donation or acknowledging a donation to add a print option for the envelope as well - not just the Thank you/Acknowledgement letter.
over 2 years ago in Donor Communications / Letters 5 Not Prioritized

Import pledge payments

Connect imported transactions to existing pledges so they're categorized as pledge payments (rather than donations).
over 3 years ago in Import 7 Not Prioritized

Apply third part gifts (soft credits) to recurring donation schedules

When a donor sends regular recurring payments through their donor advised fund, you can currently track the donation from the donor-advised fund, and give soft credit to the donor. This idea would let you then link that soft credit to an existing ...
over 2 years ago in Transactions 9 Not Prioritized

Header/Footer option in Letters

Add the option of a header and footer when creating letters.
over 3 years ago in Donor Communications / Letters 8 Not Prioritized

Import relationships

A way to create relationships between constituents based on data in an external file (eg when onboarding from a legacy CRM system) Either: When importing new constituents, indicate how they should be related to existing constituents in your databa...
over 3 years ago in Import 1 Not Prioritized