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
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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 919 of 919

See custom fields on a constituent's profile without scrolling

A way to see some of your constituent custom fields (perhaps all of them, depending on how few you track) without scrolling past the built-in fields.
over 1 year ago in Profile 3 Not Prioritized

volunteers see who else is signed up for a shift

We schedule 2-3 volunteers at a time throughout the day. We previously used a google sheet to keep track of everyone and our volunteers miss being able to see who they'd be working with before they commit to a shift. If there was an optional way f...
about 1 year ago in 3. Scheduling & Placement (VMS) 5 Under Consideration

Selectively keep some information from the merged constituent when merging duplicates

When merging two duplicate constituents, keep some information from the original record (created date and account number, for example) and some details from the newly created record (primary address, for example).
almost 3 years ago in Merge Duplicates 1 Not Prioritized

Add ability to preview (and edit) an email before sending from saved donation

The ability to generate emails (as well as letters) upon saving a donation is a nice new feature, but it would be significantly better if the email could be at least previewed and preferably edited before it is sent (similar to how letters are han...
10 months ago in Email 2 Not Prioritized

See relevant custom fields at the top of a constituent's record

Move your most valuable custom fields to a more visible position on the Profile or Summary so the information you find most useful is easy to see, instead of at the bottom of the profile.
almost 3 years ago in Summary & Header 1 Not Prioritized

Ability to create a constituent summary / one-pager report

Sometimes I need a physical version of a constituent's profile, but there's not an easy way to get giving or other constituent information into a printable format. I would like to have the option to create a report where selected giving, contact, ...
over 1 year ago in Reporting  / Summary & Header 5 Not Prioritized

Ability to Lock my report from editing by other users

I need the ability to limit other users from editing my report. Some reasons why I need this: I have a very complex set of filters that I don't want changed I have the report scheduled to send and need to ensure it's not changed before it's sent
almost 2 years ago in Report Types/List and Templates / Reporting 1 Under Consideration

Promo/Discount Codes for Event Tickets

Make events easier to manage and reduce duplicate ticket types by using discount codes to lower the price of tickets for your attendees.
about 3 years ago in Event management 3 Not Prioritized

Record and send thank you videos

Record and send thank you videos from a mobile phone
about 2 years ago in Donor Communications / Email / Mobile App 0 Under Consideration

Monthly membership renewal frequency

Support monthly payment frequencies for memberships so that members can sign up for monthly payments, not just annual payments.
about 1 year ago in Online Fundraising / Transactions 1 Not Prioritized