NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
Share feedback 14
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 ...
Share feedback 6

Constituents

Showing 167
604 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.
almost 3 years ago in Summary & Header 43 Under Consideration
426 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...
about 2 years ago in Timeline 41 Under Consideration
173 VOTE

Autofill City and State based on Zip Code

More quickly and accurately enter address information.
almost 3 years ago in Profile 3 Not Prioritized

Native ask tracking for major gifts

Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
13 days ago in Constituents 0 Under Consideration
128 VOTE

Update all salutation name fields when changing a constituent's name

It would be useful when you make a spelling change to the constituent name that it would update in all the other name fields (formal name, envelope name etc)
about 2 years ago in Profile 2 Not Prioritized
121 VOTE

Better workflow when household member becomes deceased

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
over 2 years ago in Relationship & Households 6 Not Prioritized
126 VOTE

Stronger visual distinction between timeline items

Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...
almost 3 years ago in Timeline 1 Under Consideration

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
12 months ago in Bulk Update / Relationship & Households 10 Not Prioritized

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
8 months ago in Custom Data / Relationship & Households 2 Coming Soon
104 VOTE

Maiden Name or Alias field to check when searching

A way to track other names a constituent might use (such as maiden name or nickname) so you can search for the person more easily.
almost 3 years ago in Search 5 Not Prioritized