Pinned feature request
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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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Give standard users access to add notes and interactions but not edit constituent profiles
We'd like to assign "stewards" for constituents who can then add notes, interactions, etc to the constituent accounts but not have the ability to edit the profiles (at least until they have enough familiarity with the system). Our old CRM stored c...
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Bulk Remove from Volunteer's Schedule
Sometimes, volunteers will tell me that they will be unable to volunteer and would like me to remove them from the schedule. Currently, if you want to delete more than one shift, you have remove them one by one. It would be useful to be able to se...
3
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More intuitive name for the "Impact/Cultivation" purpose
The "Impact/Cultivation" purpose is intended to be used for all the relationship building conversations you have with a donor that don't include an ask and aren't acknowledging specific donations. Renaming that purpose to something that makes that...
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Easier way to target a communication to constituents whose gift schedule is not automatically renewing
Easier way to target a communication to constituents whose gift schedule is not automatically renewing. The current workflow to filter for transactions whose payment method is "None" is unintuitive.
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