NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
Share feedback 5
PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
Share feedback 8

Timeline Management

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Move a transaction and payment method to another constituent

Note: The root issue for most of the requests seems to be payments made through online forms on behalf of an organization. If that's your case, too, please check out Move a transaction and payment method to another constituent and upvote that firs...
4 months ago in Payments / Transactions 1 Not Prioritized

Enhance the "Store as Default Values" feature

Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
4 months ago in Transactions 0 Not Prioritized

Bulk update custom fields on transactions

Efficiently change a custom field value on multiple transactions at once.
over 2 years ago in Bulk Update / Transactions 6 Not Prioritized

Additional payment method for stock

Add the ability to track gifts of stock, rather than recording them as cash or in kind gifts.
almost 2 years ago in Transactions 5 Not Prioritized

Backdate the start date for recurring donation schedules

Backdate the start date for recurring donation schedules so that you can track schedules that were started before the day you entered them in the CRM.
4 months ago in Transactions 0 Not Prioritized

Search for specific transactions

Look up a transaction based on some information, without creating a report or searching for the donor's constituent record. Examples might include entering a date range, dollar amount, or check number.
over 2 years ago in Transactions 1 Not Prioritized

Create a recurring schedule that will be split across multiple funds/campaigns/etc

Currently, you can create multiple schedules with distinct funds, campaigns, and appeals. If the schedules have autoprocessing set up, donors are charged one payment, which is tracked as a split payment. If the schedules don't have autoprocessing,...
4 months ago in Transactions 0 Not Prioritized

Create a pledge that will be split across multiple funds/campaigns/etc

Rather than creating two pledges, this idea would let you indicate how the donor intends to split their payments on one pledge record. (for reference, payments can already be split to indicate they're covering multiple pledges, this idea would cha...
over 1 year ago in Transactions 0 Not Prioritized

Improvements to tracking when only some of a donor's donations are anonymous

Improvements to tracking when only some of a donor's donations are anonymous so that you can differentiate which gifts they want to be anonymous and which ones they are okay being recognized publicly. If you like this idea, please leave a comment ...
2 months ago in Transactions 0 Not Prioritized

Update style of UI components on transaction entry pages to be more legible and convenient

Update style of UI components on transaction entry pages to be more legible and convenient. Examples: When a fund, campaign, or appeal has a long name show the entire name Be able to access the save button without scrolling to the top of the page,...
4 months ago in Transactions 0 Not Prioritized