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

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Ability to add more than one soft credit per constituent per transaction

Currently the soft credit feature is limited, allowing me to credit John Smith with only one soft credit per transaction. Issues arise when we get quarterly payments from funding partners (e.g. United Way) but John Smith has given monthly, therefo...
almost 3 years ago in Transactions 0 Not Prioritized

Display notificants on transaction screen

When a gift is linked to a tribute, see the notificants easily so you know whether there are any and who they are.
almost 3 years ago in Transactions 0 Not Prioritized

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.
almost 3 years ago in Relationship & Households 1 Not Prioritized

Increase limit for bulk tasks

Please increase the bulk task limit to more than 1000 per bulk task.
almost 3 years ago in Donor Communications / Email 0 Not Prioritized

Increase size of note attachments allowed

I can't attach all of the documentation.
about 3 years ago in Timeline 0 Not Prioritized

Add "Note" field to split payment

When entering a split payment, include a "Note" field under the payment tab. Notes are available under the individual donations, but not under the "Payment" tab. Would be helpful to be able to add internal notes about payment methods/overall donat...
about 3 years ago in Transactions 0 Not Prioritized

Track whether membership benefits have been delivered

When a membership comes with physical benefits, I want a way to track whether the benefits have been delivered so I can be confident the member received them and identify members who haven't received their benefits yet.
about 2 months ago in Transactions 0 Not Prioritized

Streamline user's time zone selection

There could be an faster way to set a user's time zone so you can spend less time scrolling through the list. This might cover both when you're creating a new user, and when you're updating an existing user's time zone (including your own). Potent...
about 2 months ago in Users 0 Not Prioritized

Button for organization form questions to automatically be used at opportunity level

I would like to be able to use the exact same form questions across the board for every opportunity. Perhaps a button to select "use organization form for all opportunities." Managing the form for every opportunity seems like an unnecessary step.
3 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Already exists

Saved signature for emails

The ability to save a signature like in your professional email when sending communications through the VMS emails. This way you don't have to type it every time and volunteers are provided with all the contact information we normally want them to...
6 months ago in 4. Engagement (VMS) 0 Under Consideration