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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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"lock" Waivers after they are signed so they cannot be edited, and enable printing of waivers.
There is currently no way to "lock" a waiver after it has been signed. So after a volunteer signs a waiver, we (organization) can go in and modify the waiver verbiage, and still show that they signed it, dated, but with our new verbiage. This does...
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Check for inactive tributes when adding a gift
When searching whether there's an existing tribute to link to a donation, the search results currently only show active tributes. This would allow you to see if there's an inactive tribute with that name, and give you the option to connect the ina...
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Show if there are more than 5 constituents found when typing in the search bar
More easily identify if the 5 constituents shown as you type a name in the search bar are all the results found, or if there are more possible matches so that you can decide to see the full results list rather than wonder if the constituent doesn’...
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Capture signed waivers and store in system
We need to have a capture of waivers when signed so we can refer back to what was signed if something happens. Only having a checkbox that says the waiver was signed isn’t enough when it doesn’t tie the signature to the words that were signed. I c...
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