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

UNDO button in scheduling

In the scheduling page, I would love an updo button! I often select multiple shifts to do a bulk change using the "take action" options - a feature I love EXCEPT when I forget to uncheck my items and then do a 2nd bulk change. What happens: I sele...
about 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

View Previous Imports

I would LOVE to see previous imports, not just the 5-6 most recent imports. Even the title of the import would be helpful so that as an organization we can track the data coming into the system easier.
about 1 year ago in Import 0 Not Prioritized

Add prefix when adding new constituent via BCC feature

If adding a constituent using the BCC feature, you are currently only able to add the first and last name. When going into their profile, you have to add their title (prefix) and then adjust that in each of th name fields. It is extra work and cou...
over 2 years ago in Profile 0 Not Prioritized

Filter Reports

It would be helpful to us if you could filter the "hours worked" report. We are trying to recognize volunteers at certain number of hours worked and it is difficult to sift through all of it accurately.
about 1 year ago in 7. Reporting & Data Visualization (VMS) 1 Already exists

Option to hide lifetime hours

Not all of our volunteers are comfortable with this kind of recognition. (This has come up before in our organization with
about 1 year ago in 6. Retention & Recognition (VMS) 1 Already exists

Unsubscribe Language in Emails

It would be helpful to have a way to change the language in our email footer from Unsubscribe to Opt Out or Manage Communication Preferences. We have some supporters who aren't seeing or emails because they have filters flagging the word Unsubscri...
over 2 years ago in Donor Communications / Email 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
over 2 years ago in Profile 0 Not Prioritized

Track the data source for each piece of contact information

Track the data source for each piece of contact information so that you can gauge it's accuracy based on whether it was provided by the constituent or was looked up internally
about 1 year ago in Profile 0 Not Prioritized

Way to track a transaction from any page

Way to track a transaction from any page so that you don't have to navigate to the profile of the constituent first.
about 1 year ago in Transactions 0 Not Prioritized

Deactivate an import template

Deactivate an import template so that you can keep it for reference but easily filter it out of the import template list.
about 1 year ago in Import 0 Not Prioritized