NEW FEATURE REQUEST

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
Share feedback 8
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

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

Add a scholarship management solution

Add a scholarship management solution to the platform. Example capabilities: Manage scholarship applications and applicants Match applicants to award opportunities they qualify for Analyze the amount awarded, number of awardees, and remaining funds
about 1 year ago in Platform (general) 0 Not Prioritized

Include Note, Interaction, and Task IDs in the database backup

Include Note, Interaction, and Task IDs in database backup so that file attachments can be linked to the appropriate record when moving to a different system.
about 1 year ago in Settings 0 Not Prioritized

Add a description field for email interests

Currently the system only allows for a list of email interests with no ability to indicate the meaning. This means that we have no way of offering to the donor a value proposition for receiving that type of email. Without that, many donors opt out...
over 2 years ago in Donor Communications / Email 0 Not Prioritized

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,...
over 2 years ago in Import 0 Not Prioritized

Track which constituents are not potential donors

Track which constituents are not potential donors so they can be excluded from the prospective donor group without being deactivated.
over 1 year ago in Groups / Profile 0 Not Prioritized

📱Split Donation in Mobile App

How would you use the ability to split a single donation between more than one fund, in the mobile app? Let us know!
over 1 year ago in Mobile App 0 Under Consideration

Set default address values when adding constituents

Enable default values to be saved when adding constituents, specifically the ability to save city, state, zip to New Constituent field, since 99% of our constituents are from one city.
over 1 year ago in Profile 0 Not Prioritized

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...
over 2 years ago in Tributes 0 Not Prioritized