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 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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All Requests

Showing 867

See a transaction's non-deductible amount on the timeline

See a transaction's non-deductible amount on the timeline
over 1 year ago in Timeline 1 Not Prioritized

All staff tags visable without filters

Hi! We would love to be able to see the tags for our staff listed without having to filter out individual tags. Please see attached photo of our old database.
over 1 year ago in Bloomerang Volunteer 1 Already exists

Built-in support for seasonal phone numbers

Since there is a "vacation" tag for addresses it would be nice to have a "vacation" tag for phone numbers, as some still do have "vacation" landlines that differ from their mobile and home phone numbers.
over 1 year ago in Profile 0 Not Prioritized

Don't show fields that are only relevant to individuals when creating a new organization

Why do we need things like birthdays or gender on an organizational profile? Is there not a way to customize the data we see depending on the profile type?
over 1 year ago in Profile 0 Not Prioritized

Merge field for notes/comments from the donor to the tribute notificant

Some tribute donors include a personal note to be shared with the notificant. We would like a way to automate adding these to the Tribute Letter. The easiest way to do that would be if we had the ability to select the Transaction Note field to be ...
over 1 year ago in Tributes 0 Not Prioritized

Show full contact information on tasks

When I click on a task, the window that pops up contains only email and not an address, which is the piece of information I need. I preferred the previous version, where it opened the task in the constituent's record.
almost 3 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

View tributes on pledge payments

Add option to add tributes to pledges and pledge payments. Keep fields the same as for regular donations
over 1 year ago in Transactions 0 Not Prioritized

đŸ“±Constituent Merge on Mobile

Allow merging constituents in mobile
about 3 years ago in Mobile App 0 Under Consideration

Improve Error Messaging When Mapping Import Fields

I had created a custom Constituent field with type of Date When I went to map the field in the import wizard, I was getting an empty drop-down where you would select the field from the CSV. After consulting with Support, they told me that it was b...
about 3 years ago in Import 1 Not Prioritized

Reduce search bar sensitivity to spaces

We have many constituents with spaces in their last names. Searching for some of these constituents is frustrating because the search bar does not recognize names if we don't get the space/no space correct. For example: Bob Vander Molen vs. Bob Va...
over 1 year ago in Search 0 Not Prioritized