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 of 866

Gate Access To Opportunities (Application)

Why is it useful- This feature would allow Event Managers to set up opportunities to only be accessible when an individual is signed up within the opportunity's organization and with specific qualifications. Who would benefit from it- Event Manage...
11 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Bulk update address type

It would be great if you could do more with updating addresses with an upload. Change the address type from home to work or Vice Versa. In-line editing would also be a great addition like salesforce has so you don't have to toggle to the profile y...
11 months ago in Bulk Update 0 Not Prioritized

Form Questions: Auto fill country for those in that specific country

When adding a volunteer or when a volunteer makes an account if our country could be selected automatically.
11 months ago in 1. Recruitment (VMS) 0 Under Consideration

Ability to disable profile specific check in and out

We utilize community service workers and using the check-in/out feature would be helpful to track their hours but we don't want them to be able to alter their hours. If there could be a feature that makes it so you can lock the check-in/out abilit...
11 months ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Ability to create a horizontal postcard

This would be useful because it would give more options on how you would want the postcard laid out. Some designs work better vertically whereas others work better horizontally. It would be nice to have both of these options to create a good visua...
almost 2 years ago in Letters 1 Not Prioritized

Streamline switching the constituents who get hard and a soft credit on past transactions

It's standard to give hard credit to the constituent who made a payment (eg a donor advised fund, workplace giving program) and soft credit to the individuals who directed that payment through that third-party. However data entry can be inconsiste...
11 months ago in Transactions 0 Not Prioritized

Better handle long lists of soft credits on transaction entry pages

Currently, you can soft credit as many constituents as you like per transaction. However, in cases when when you receive a pooled gift (eg from United Way or a workplace giving system) with many constituents the list can get so long that it's hard...
11 months ago in Transactions 0 Not Prioritized

Generate tribute notificant letters without creating a letter batch

Explore a more efficient way to create & personalize a single tribute notificant letter, without having to go through the entire process of running a batch of letters.
over 2 years ago in Tributes 1 Not Prioritized

Way for a standard user with view-only access to transactions to export data

You released the ability to hide transactions from certain user reviews which is really helpful except that then they can't run any reports. so, they can't run a mailing list, for example, to print labels or something like that, which is just basi...
almost 2 years ago in Users 0 Not Prioritized

Allow standard non-transaction users to see Dashbord

Depending upon the way the system is coded, this might be difficult to implement. But it would be really nice if a basic user, who cannot see transactions for all constituents could still have access to the Home Dashboard. They could see the overa...
11 months ago in Home Dashboard / Users 0 Not Prioritized