Pinned feature request

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...

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.

Transactions

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1 VOTE

Better handle long lists of soft credits on transaction entry pages

Currently, you can soft credit as many constituents as you like per transaction. However, in cases when when you receive a pooled gift (eg from United Way or a workplace giving system) with many constituents the list can get so long that it's hard...

6 months ago in Transactions 0 In Progress

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