Pinned feature request
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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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2
VOTE
Retain data entered under New Donation when click Actions > Split Payment
When entering a split payment, I often start entering the date, amount and fund before realizing that it is a split payment. When clicking Actions > Split Payment, previously entered information is cleared. It would be helpful to retain the dat...
0
Not Prioritized
1
VOTE
1
VOTE
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...
0
Under Consideration
3
VOTE
Workflow Automation: Internal processes and project management
Coordinate work across multiple team members to consistently run internal processes. Examples: Standardizing a cadence for reviewing the major gift pipeline (like researching donor’s interests, updating statuses and notes for their major gift port...
1
Not Prioritized
1
VOTE
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...
0
Not Prioritized
1
VOTE
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...
0
Not Prioritized
2
VOTE
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...
1
Not Prioritized
1
VOTE
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...
0
Not Prioritized
3
VOTE
2
VOTE
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...
0
Not Prioritized