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 ...
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Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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
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.
Deactivate all members of a household more efficiently
It would be extremely helpful to have the option to make a household inactive instead of having to go to each individual in a household and click them as inactive.
I'm not sure it this fits better into DataViz or Constituent Management for the category but chose DataViz since it's about a graph on a donor's record. I would really benefit from being able to see the 10-year giving summary in a FY graph in addi...
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.
Volunteer activity form: remove requirement for volunteer to enter mailing address
We use the volunteer activity form on our website. Please remove the requirement for volunteers to enter their mailing address every time they enter volunteer activity. On the volunteer signup form it makes sense, but not everytime there is activi...
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)
Retain custom sort order when adding a new value to a custom field
I’m talking about creating fields for transactions. For example I have created a benefit received field. Within that field I have “pick one text.” Whenever I add a value to choose from it changes the custom sort I have saved to a default sort. Why...