NEW FEATURE REQUEST

Pinned feature request

View all
PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
Share feedback 0
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 of 919

Streamline switching the constituents who get hard and a soft credit on past transactions

It's standard to give hard credit to the constituent who made a payment (eg a donor advised fund, workplace giving program) and soft credit to the individuals who directed that payment through that third-party. However data entry can be inconsiste...
about 1 year ago in Transactions 0 Not Prioritized

Better handle long lists of soft credits on transaction entry pages

Currently, you can soft credit as many constituents as you like per transaction. However, in cases when when you receive a pooled gift (eg from United Way or a workplace giving system) with many constituents the list can get so long that it's hard...
about 1 year ago in Transactions 0 Not Prioritized

Display search results by sort name, not full name

If I'm looking for Mary Doe's account, it's much easier to see Doe, Mary than Mary Doe.
over 2 years ago in Search 0 Not Prioritized

Standard user permission for Forms

Option to give a standard user access to the Communications area overall, but not have access to Forms.
over 2 years ago in Users 1 Not Prioritized

Expand/Modify timeframe constituent summary

Hi, is it possible to expand the years shown on constituent giving summaries on their summary page? I'd like to see their summary starting from 2012 at a glance rather than make multiple clicks through their full timeline.
over 2 years ago in Summary & Header 0 Not Prioritized

Allow standard non-transaction users to see Dashbord

Depending upon the way the system is coded, this might be difficult to implement. But it would be really nice if a basic user, who cannot see transactions for all constituents could still have access to the Home Dashboard. They could see the overa...
about 1 year ago in Home Dashboard / Users 0 Not Prioritized

Ability to add in a custom field and check box so that when it's checked it would send out an email notification to an Honeree designated in the field for a donation.

It would allow donations to be made in the name of someone else as a gift, and if the email sent out was able to be scheduled, at least to the day, even better. We often have people wishing to make scholarship donations as graduation presents, or ...
about 1 year ago in Online Fundraising 0 Not Prioritized

Schedule Number-based Groups

I'm currently working with multiple shifts where we recruit volunteers to sign up for either one shift or select many shifts (under one Opportunity). We also have different workplace groups that want to sign up as well. Challenges: I can create a ...
about 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Distribute engagement surveys across more communication channels

Distribute engagement surveys across more communication channels like mass emails.
over 1 year ago in Engagement Surveys 0 Not Prioritized

Change a custom field's pick type from "Pick one" to "Pick Multiple"

Sometimes things get more complicated. It would be great to change a custom field data entry from choose one to choose multiple. We have one specific filed that this would benefit from that was converted that way.
over 2 years ago in Custom Data 0 Not Prioritized