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
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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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All Requests

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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.
over 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
over 1 year ago in 6. Retention & Recognition (VMS) 1 Already exists

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

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
over 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.
over 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.
over 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
over 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.
over 1 year ago in Settings 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

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