NEW FEATURE REQUEST

Pinned feature request

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PINNED Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
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PINNED Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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All Requests

Showing 790 of 790

Import constituent profile pictures and link them to the appropriate constituent

Mass upload pictures to constituent's timeline, specifically upload a different picture to each constitutent in our base
almost 2 years ago in Import 0 Not Prioritized

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.
almost 2 years 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...
almost 2 years 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
almost 2 years 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...
almost 2 years 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...
almost 2 years 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
about 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.
about 2 years ago in 2. Qualifying, Screening, & Records (VMS) 0 Already exists