NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

Showing 867

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.
almost 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!
almost 3 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

Distribute engagement surveys across more communication channels

Distribute engagement surveys across more communication channels like mass emails.
12 months ago in Engagement Surveys 0 Not Prioritized

Display search results by sort name, not full name

If I'm looking for Mary Doe's account, it's much easier to see Doe, Mary than Mary Doe.
about 2 years ago in Search 0 Not Prioritized

Make profile pictures bigger

The pictures of donor are so small. It would be awesome if they could be bigger.
about 3 years ago in Profile 0 Not Prioritized

Opportunity signup completion redirect to URL

I would like to redirect volunteers back to our company website after signing up for an opportunity.
about 1 year ago in 1. Recruitment (VMS) 2 Already exists

Option to give a standard user access to only view & edit reports in specific folders

Have the ability to create folders in 'Reports' that can have user permissions (some users can access the folder and some can't) This is useful because it would make it much easier to organize and find reports. The user permission came up from a c...
about 3 years ago in Reporting  / Users 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
about 3 years ago in Search 2 Not Prioritized

Standard user permission for Forms

Option to give a standard user access to the Communications area overall, but not have access to Forms.
about 2 years ago in Users 1 Not Prioritized

Expand/Modify timeframe constituent summary

Hi, is it possible to expand the years shown on constituent giving summaries on their summary page? I'd like to see their summary starting from 2012 at a glance rather than make multiple clicks through their full timeline.
about 2 years ago in Summary & Header 0 Not Prioritized