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 Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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All Requests

Showing 868

Option to give a standard user view only access to Letters area

Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
8 months ago in Letters / Users 0 Not Prioritized

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...
11 months ago in Users 0 Not Prioritized

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...
11 months ago in 3. Scheduling & Placement (VMS) 3 Already exists

Make it easier to add a constituent to a static group

Make it easier to add a constituent to a group
11 months ago in Groups 0 Not Prioritized

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...
11 months ago in Timeline 1 Not Prioritized

Automatically see a group of lapsed members

Automatically see a group of lapsed members
about 1 year ago in Groups 0 Not Prioritized

Dynamic group for all members, not just active members in each level

Dynamic group for all members. Possible ideas: Include all current members, or all members Drilldown filter for membership status Drilldown filter for membership level
about 1 year ago in Groups 0 Not Prioritized

Calculate a member's join date & how many years they've been a member

Calculate a member's join date & how many years they've been a member
about 1 year ago in Calculation and Analysis Tools 0 Not Prioritized

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.
about 1 year ago in Donor Communications / Filters 0 Not Prioritized

Clarify UX to create a new payment (currently requires clicking "New Donation")

Clarify dropdown options for creating new transactions. It can be confusing to select "New Donation" in order to add a pledge payment, recurring donation payment, or membership dues payment.
about 1 year ago in Summary & Header / Transactions 0 Not Prioritized