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
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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2
VOTE
Use default appeal when importing donations with missing appeal data
When uploading a csv of transactions, it would be nice to assign a field like "appeal" as the default for all transactions instead of needing to add a column to the spreadsheet and add the appeal to each. In many cases when uploading transactions,...
0
Not Prioritized
1
VOTE
1
VOTE
Display total volunteer hours by Opportunity
Currently the only way to see total volunteers hours by opportunity is by pulling a report. Could you add a field/column for volunteer hours along with total staff, etc in the My Organization's/Opportunities page for active and past events? Or is ...
1
Already exists
2
VOTE
Adding a section to track a tributes date of passing
Having a field to track the day someone passed away. This would be very helpful for anniversary letters to families and people who have donated in memory of a family or friend. It would save time when generating letters and reports on tributes who...
0
Not Prioritized
1
VOTE
2
VOTE
Retain the latest custom sort order when toggling between A-Z and Custom orders
when creating appeals its tough to keep the order you like in settings. It would be helpful to freeze your custom order. Another user goes into appeals/settings and hits the AZ butto and it all goes back to Alpha order. Its a pain in the neck
0
Not Prioritized
2
VOTE
Allow 8 digit date entry without slash, which then converts to eight digit date with slashes
It would be really helpful if dates for Notes (well any date field in the database really) could be entered simply by using the 8 digit date. For example, 03302022 which then converts to 03/30/2022 when you hit enter. The date field for entering d...
0
Not Prioritized
1
VOTE
Bulk Edit Availability within an opportunity
I would like to be able to edit (in bulk) availability within each opportunity. If I have 20 people that are arriving at a certain time and leaving at a certain time - to be able to bulk edit those instead of going into each persons opportunity pr...
0
Under Consideration
1
VOTE
Support longer descriptions of in-kind gifts
Please enlarge the Description field for transactions with a method of In-Kind. It is currently limited to 255 characters to describe the details of donated goods. I would be nice to have much more, perhaps 1024 or memo-unlimited. I have a custome...
0
Not Prioritized
1
VOTE