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

Showing 880

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

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

Retain the latest custom sort order when toggling between A-Z and Custom orders

when creating appeals its tough to keep the order you like in settings. It would be helpful to freeze your custom order. Another user goes into appeals/settings and hits the AZ butto and it all goes back to Alpha order. Its a pain in the neck
over 2 years ago in Custom Data 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

Allow 8 digit date entry without slash, which then converts to eight digit date with slashes

It would be really helpful if dates for Notes (well any date field in the database really) could be entered simply by using the 8 digit date. For example, 03302022 which then converts to 03/30/2022 when you hit enter. The date field for entering d...
almost 3 years ago in Platform (general) 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

Search for a constituent based on just the email domain

On email search, allow the domain to be searched (for example, for my email I could search @varietyiowa.com and it would pull up alicia@varietyiowa.com)
over 1 year ago in Search 1 Not Prioritized

Getting notified when someone else writes a note to a task that I created

When I put in atask for someone else and they want to add to the task through adding in the notes or if they wish to mark it as complete, I would like to be notified since I was the one who initially created the task.
almost 3 years ago in Donor Communications / Email / Task Management 1 Not Prioritized