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 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 880

Change search type after entering search string

It would be nice to be able to type into the top search bar and then select from the drop down (address/name/etc) without it clearing the search bar (instead of needing to select the drop down before typing anything in the search bar)
over 1 year ago in Search 0 Not Prioritized

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...
over 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.
over 1 year ago in Import 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

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

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 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