NEW FEATURE REQUEST

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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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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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All Requests

Showing 868 of 868

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...
12 months ago in Home Dashboard / Users 0 Not Prioritized

Bulk update transaction method

Mass update transaction method so you can update the labeling for past transactions when you realize they weren't entered accurately or to use recently added method options.
almost 2 years ago in Bulk Update 1 Not Prioritized

Improve navigation to Active Tasks page

Improve navigation to Active Tasks page so it's easier to reach and begin working with your assigned tasks.
almost 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Delete a fund

Delete a fund so that you can have a clean list of fund names
almost 2 years ago in Custom Data 0 Not Prioritized

Bulk update constituent communication preferences

Mass update communication preferences field so that you don't need to manually update the communication preferences or make your changes in a csv and import them.
almost 2 years ago in Bulk Update 0 Not Prioritized

Prompt user to add a note when they change a constituent to Inactive

Prompt user to add a note when they change a constituent to Inactive so you can collect institutional knowledge about why constituents have been deactivated in the past.
almost 2 years ago in Profile 0 Not Prioritized

Enhance constituent audit trail to show each time the constituent was updated

More granular audit trail of each time a constituent is updated so that you can see each time the constituent was updated, not just the most recent update date.
almost 2 years ago in Profile 0 Not Prioritized

Customize the formula for formal names for your organization

Customize the formula for formal names for your organization so you can get the precise naming conventions you prefer without updating all the formal names by hand or via an import.
almost 2 years ago in Profile 0 Not Prioritized

See if a transaction has been refunded on the timeline

See if a transaction has been refunded when you view the timeline, without having to open the transaction.
almost 2 years ago in Timeline 0 Not Prioritized