Pinned feature request
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PINNED
Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
PINNED
Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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When searching for a tribute, show recently used tributes first
When tributes are added to a donation, the pop up box should show recently used tributes so you don't have to search a name every time, then click on it. This would save time when entering multiple donations with the same tribute.
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Not Prioritized
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Confirmation step when deleting an import template
On "imports" the "delete" option and the "cancel" option are next to each other. If delete is selected, you do not get the pop up asking if you are sure you want to delete like you do when deleting a constituent. It would be great to get the same ...
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Not Prioritized
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Option to give a standard user access to custom data settings
Option to give standard users access to custom data settings so they can create and clean out values without being an Admin. Custom Data settings includes: Custom fields Fund list Campaign list Appeal list Tributes list Relationship roles list
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Not Prioritized
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Download a pdf copy of the import file for a recently processed import
Confirmations of imports are good to double check amounts as well as constituents. Because right now they are only available in excel format, it allows changes to be made. A PDF format would create a report without changes
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Not Prioritized
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