NEW FEATURE REQUEST

Pinned 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 919

18 month giving

We are often looking at 18 month giving and it would be helpful if this was a feature on the constituent giving summary. If it could be a rolling number that would be super awesome
over 1 year ago in Summary & Header 0 Not Prioritized

See which letters have unacknowledged gifts

Could the letters show how many are pending or waiting to be processed. You have to go into 8-10 letters just to see if you have any letters to process. It shows what has been processed recently but would be more helpful to see what is in the queue.
about 3 years ago in Donor Communications / Letters 0 Not Prioritized

Drag files

It would be great if we could drag a file to be attached instead of having to "Add File" and then search through my MANY folders!
about 3 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

Stop including primary contact's name in salutation fields for organizations

When an organization is added and we also include a Primary Contact, the Basic Info partially automatically populates with the primary contact's information. The primary contact is there so we know who the primary contact is, that is not the name ...
about 3 years ago in Profile 0 Not Prioritized

Standard logo/photos for Vol. Opportunities

Ability to set a standard logo and cover photo on opportunities. Then they can be individually changed at each opportunity. i.e. Each time a new opportunity is created, a preset logo and cover photo would populate and then manually be changed with...
over 1 year ago in 1. Recruitment (VMS) 1 Under Consideration

Roles within Organization

I would like to be able to have roles put into the organization (ie: usher) that I could easly pull from the drop down list when I want to add a role in a schedule's work shift instead of having to create that role each time I create a new opportu...
over 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

One login for multiple organizations

I am a consultant and work with several organizations. I wish I could only use one login and switch back and forth between each organization.
over 1 year ago in Users 0 Not Prioritized

View a constituent's name title on the Constituent Dashboard and search results

It is possible to have two donors with the same name and the only thing that distinguishes them is "Dr.". Can you add this to Search results and also to the top banner when viewing a constituent record.
over 1 year ago in Search 0 Not Prioritized

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry. Examples: Preferred communication channel Do Not Mail preference Opted out of marketing emails
10 months ago in Transactions 0 Not Prioritized

Don't show deceased constituents in search results

Be able to have a single file for all deceased donors. One would be able to find donors by their name - should that ever be necessary, but they would be in one file and would not show up on constituent searches
over 3 years ago in Search 3 Not Prioritized