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 Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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All Requests

Showing 868 of 868

Set a default fund for memberships

Set a default fund for memberships so that it's easier to remember which fund to use when you set up a membership schedule by hand.
about 1 year ago in Custom Data 0 Not Prioritized

Membership-specific interaction purposes

Membership-specific interaction purposes like "Membership Renewal Reminder" so you can precisely track the kinds of interactions you're having with constituents.
about 1 year ago in Donor Communications / Timeline 0 Not Prioritized

Zapier trigger when a membership lapses or is cancelled

Zapier trigger when a membership lapses or is cancelled so you can update their status in another software system.
about 1 year ago in Integrations 0 Not Prioritized

Zapier trigger when a member joins

Zapier trigger when a member joins for the first time
about 1 year ago in Integrations 0 Not Prioritized

Ability to schedule email delivery for every 2 weeks.

Increase the available options for frequency from Daily, Weekly, Monthly, Once to include option for Every 2nd Wednesday (for example). This will account for emails that get sent out every 2 weeks.
about 1 year ago in 4. Engagement (VMS) 0 Under Consideration

Allow setting of notificant when adding Tribute from a donation

We like that you added the ability to Create New Tribute directly when entering a donation - thanks. But the creation form does NOT include a way to add a notificant for the tribute. Please add that. It is very easy to forget that you need to go b...
over 2 years ago in Transactions / Tributes 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.
over 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...
over 2 years ago in Timeline 0 Not Prioritized

See transaction method on the timeline

Would it be possible to show on the constituent timeline when a GIK donation is made as a "GIK donation" instead of just a "donation"?
over 2 years ago in Timeline 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 2 years ago in Custom Data 0 Not Prioritized