NEW FEATURE REQUEST

Pinned feature request

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PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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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

Showing 66

Option to send an acknowledgement email when creating a split payment

Option to send an acknowledgement email when creating a split payment. Currently, the available communication workflows are: Send an email or letter from Communications Send an acknowledgement letter when creating a split payment (available for ea...
2 days ago in Transactions 0 Not Prioritized

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry. Examples: Preferred communication channel Do Not Mail preference Opted out of marketing emails
2 days ago in Transactions 0 Not Prioritized

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

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.
8 months ago in Relationship & Households / Transactions 5 In Progress

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

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.
over 2 years ago in Transactions 8 In Progress

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

Streamline generating soft credit acknowledgement letters

Currently, you can add a soft credit when you enter a transaction. After saving, you can navigate to the soft credit and generate an acknowledgment letter from the Edit Soft Credit screen. This workflow takes several steps and could be streamlined...
4 months ago in Donor Communications / Transactions 1 In Progress

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

Monthly membership renewal frequency

Support monthly payment frequencies for memberships so that members can sign up for monthly payments, not just annual payments.
5 months ago in Online Fundraising / Transactions 0 Under Consideration