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
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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64
VOTE
32
VOTE
I need a way to display all email, phone, or address information with a constituent or household in a report
I use reports to review contact information about a number of constituents and households, and sometimes I either don't know the specific address, email, or phone number or need access to all of the contact information. In those cases, I would lik...
3
Under Consideration
59
VOTE
3
VOTE
Automatic Waiver Renewal Options for Expired Waivers!!
Volunteers should get prompted when they need to fill out a new waiver. There is no way currently to account for waivers expiring every 365 days or calendar year. They should not be able to sign up for shifts in opportunities they already belong t...
2
Under Consideration
51
VOTE
Improvements to tracking which donors want to be anonymous
Potential improvements for streamlining data entry and consistency for situations where a donor does not want to be publicly recognized. Updating the recognition name to "Anonymous" seems to be useful, but not easy to figure out or standardize. Po...
2
Not Prioritized
9
VOTE
Request for Administrative Permissions to Reset Volunteer Passwords
Our volunteer program would benefit from having administrative (Manager) permissions to reset or set temporary passwords for our volunteers. Volunteers frequently reach out to our team when they encounter issues accessing the portal while trying t...
1
Under Consideration
1
VOTE
Add fundraised total to giving summary
add fundraised total to fundraiser's giving summaries on their account. Similar to soft credits with the graph and include it in the lifetime total. This way we can see the actual amount the constituent has brought to our org, which is their donat...
0
Not Prioritized
19
VOTE
Organization manager able to edit volunteer profile information
We use the registration form as a volunteer application. Those who sign up to volunteer with us a lot of times are not computer-savvy. To help them get into their account to update their information is very difficult. If they are not able to do th...
0
Under Consideration
62
VOTE
13
VOTE
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...
1
Not Prioritized