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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 ...
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!!

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