NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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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

Showing 114

Be able turn on or off the self-reporting hours capability.

It would be nice to have the option to toggle this feature on or off, I have several volunteers who are adding hours to their service record when those hours were already counted automatically.
almost 2 years ago in 5. Attendance Tracking & Hours Worked (VMS) 1 Released

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...
over 3 years ago in Transactions 0 Released

Include soft credit impact section in tax summaries

Include soft credit impact section in tax summaries
over 1 year ago in Tax Summaries 0 Released

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’...
over 2 years ago in Search 0 Released

"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...
over 1 year ago in 2. Qualifying, Screening, & Records (VMS) 2 Released

Email notification for managers when pending application needs approval

Please send a notification to org managers when a new application is received that needs approval
over 1 year ago in 2. Qualifying, Screening, & Records (VMS) 1 Released

Emails / Unsubscribed users

Add a column in the main staff list, so we can identify who opted out of emails and contact them differently. Allow users to change their email preferences in their profile. **At the moment, there is no option for them to re-subscribe once they've...
over 1 year ago in 4. Engagement (VMS) 2 Released

Editable unsubscribe text

I am trying to set up an automatic email gift acknowledgement. Using the template you have, I made one that works for us but the locked section with organization information and unsubscribe language is confusing. The text says that the donor is re...
over 2 years ago in Donor Communications / Email 2 Released

A calendar view of all upcoming opportunities

It would be helpful to have one place to view all upcoming opportunities rather than have to go to each opportunity and view the upcoming shifts.
9 months ago in 3. Scheduling & Placement (VMS) 2 Released

More Custom Recurring Shift options

For reoccurring shifts, add the option to assign shifts every 1st, 3rd, 5th day of the month, and 2nd , 4th day of the month. There are volunteers who are only able to volunteer the 1st, 3rd, 5th or 2nd, 4th, etc. day of the month. When you go to ...
10 months ago in 3. Scheduling & Placement (VMS) 1 Released