NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

Showing 831 of 831

RSVP in email

When having a specific function and only wanting to email specific volunteers, having the option to add a RSVP in email.
1 day ago in 4. Engagement (VMS) 0 Under Consideration

Email Communications - Open Rates

When we had our old system, Volunteer Local, anytime we sent out a mass email or an individual email we could see whether a volunteer had opened that email. This really helped us because if someone has been on our system for 6 months, but hasn't o...
1 day ago in 4. Engagement (VMS) 0 Under Consideration

BCC Email for volunteer correspondence

Provide a way to track the email correspondence from volunteers that embed on their profiles. Maybe a BCC that routes to the volunteer profile?
1 day ago in 4. Engagement (VMS) 0 Under Consideration
329 VOTE

Advanced filtering options on the timeline

Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...
over 1 year ago in Timeline 34 Under Consideration
447 VOTE

See a note in the constituent header (Pinned Notes)

Pin or star an important note for yourself and coworkers so it's impossible to miss when you visit a constituent's record.
over 2 years ago in Summary & Header 37 Under Consideration
496 VOTE

Customize Online Donation Form Styles

Allow online forms (donation forms, event pages, crowdfunding, etc.) to be further customizable with colors, font, and logos to improve branding and visual appeal.
over 2 years ago in Donation Forms / Online Fundraising 31 Under Consideration

Notification to Admin when volunteers inputs hours

Auto-generated email - Our Volunteer Coordinator would like to receive emails when volunteers input their hours manually, this way, she doesn't need to go back into each account and check if they remembered to input their hours worked. Another way...
3 days ago in 4. Engagement (VMS) 0 Under Consideration

Exclude No-Shows from Post-Shift Automations

Not sending thank you emails to volunteers who do not show up. We are having volunteers try to use their "Thank You for volunteering" emails as confirmation for hours worked (that they didn't actually work).
3 days ago in 4. Engagement (VMS) 0 Under Consideration

Import fundraiser information when importing new transactions

For transaction imports, corresponding with huge giving campaigns (Giving Tuesday, End of Year, 401 gives-RI) we import a large number of donations leveraged by our board members. This includes hundreds of donations with different fundraisers, and...
7 days ago in Import 1 Not Prioritized

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
3 months ago in Custom Data / Relationship & Households 0 In Progress