NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
Share feedback 2
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 11

All Requests

Showing 919

Use default fund when importing donations with missing fund data

Use default fund when importing donations with missing fund data
about 2 years ago in Import 0 Not Prioritized

Improve navigation to Active Tasks page

Improve navigation to Active Tasks page so it's easier to reach and begin working with your assigned tasks.
about 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Select multiple import templates to delete

We have over 500 templates that are years old. There should be a way to select more than 1 template at a time in order to delete them.
about 1 year ago in Import 0 Not Prioritized

Delete a fund

Delete a fund so that you can have a clean list of fund names
about 2 years ago in Custom Data 0 Not Prioritized

Import more than 1 address, phone number, or email address of each type in a single file

Import more than 1 address, phone number, or email address of each type in a single file so that you can import higher volumes of historical data without splitting up your file and running multiple imports.
about 2 years ago in Import 1 Not Prioritized

Bulk update constituent communication preferences

Mass update communication preferences field so that you don't need to manually update the communication preferences or make your changes in a csv and import them.
about 2 years ago in Bulk Update 0 Not Prioritized

Prompt user to add a note when they change a constituent to Inactive

Prompt user to add a note when they change a constituent to Inactive so you can collect institutional knowledge about why constituents have been deactivated in the past.
about 2 years ago in Profile 0 Not Prioritized

Enhance constituent audit trail to show each time the constituent was updated

More granular audit trail of each time a constituent is updated so that you can see each time the constituent was updated, not just the most recent update date.
about 2 years ago in Profile 0 Not Prioritized

Customize the formula for formal names for your organization

Customize the formula for formal names for your organization so you can get the precise naming conventions you prefer without updating all the formal names by hand or via an import.
about 2 years ago in Profile 0 Not Prioritized

See if a transaction has been refunded on the timeline

See if a transaction has been refunded when you view the timeline, without having to open the transaction.
about 2 years ago in Timeline 0 Not Prioritized