Pinned feature request
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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.
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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30
VOTE
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...
1
Not Prioritized
1
VOTE
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...
0
Not Prioritized
1
VOTE
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
0
Not Prioritized
33
VOTE
14
VOTE
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 ...
0
Not Prioritized
92
VOTE
82
VOTE
10
VOTE
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...
1
In Progress
57
VOTE
12
VOTE