NEW FEATURE REQUEST

Pinned feature request

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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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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
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All Requests

Showing 759 of 759

Change a custom field's pick type from "Pick one" to "Pick Multiple"

Sometimes things get more complicated. It would be great to change a custom field data entry from choose one to choose multiple. We have one specific filed that this would benefit from that was converted that way.
over 1 year ago in Custom Data 0 Not Prioritized

See the names of soft creditees associated with a transaction on the timeline

present more details on timeline transaction summary block to indicate Soft Credit with constituent name. Use a symbol to reflect soft credit instead of text to save space. The more details you place in the block the better. Just give an option to...
over 1 year ago in Timeline 0 Not Prioritized

Set up some transaction custom fields to only be available for in-kind gifts

Be able to add a custom field to the in kind donations
over 1 year ago in Transactions 0 Not Prioritized

Custom field type for urls that's clickable on the profile

It would be nice if we could set a URL someplace other than in the website field for a constituent. Very similar to a clear text custom field, it would be fantastic if I could mark a field as containing a URL so that when presented in the constitu...
over 1 year ago in Custom Data 0 Not Prioritized

Add a mortgage management solution for housing non-profits

Habitat for Humanity affiliates must each manage their own mortgages. Monthly payments consisting of principal and tax & insurance escrows must be recorded. With Evans help, I think I have a way to do that via the pledge feature. But, it would...
over 1 year ago in Platform (general) 0 Not Prioritized

Make Preferred Channel Pick Multiple

This is useful because I want to see all of the preferred channels for each individual constituent.
almost 2 years ago in Profile 0 Not Prioritized

Create a constituent in the soft credit workflow

I would like to be able to create a constituent from the soft credit menu when recording a donation. Currently, I have to open a new window/tab and create the constituent there. Integrating a quick constituent creation within the current soft cred...
almost 2 years ago in Profile 0 Not Prioritized

Make basic info fields required

Would be helpful to be able to manipulate which basic info fields are required for a constituent, i.e. to require title would be great
almost 2 years ago in Profile 0 Not Prioritized

polease add a option to include an e-sign field in a form

if we could have a legally binding e-sign fields we could create forms for our volunteer contracts and others.
almost 2 years ago in 2. Qualifying, Screening, & Records (VMS) 0 Already exists

Add a description field for email interests

Currently the system only allows for a list of email interests with no ability to indicate the meaning. This means that we have no way of offering to the donor a value proposition for receiving that type of email. Without that, many donors opt out...
almost 2 years ago in Donor Communications / Email 0 Not Prioritized