Roadmap

Feature Requests


New Feature Request

What is your request?

None Account Auction CRM Email Marketing Event Events Fundraising Membership Peer2Peer Portal Survey/Forms Text Messages
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1

Trigger email

Open

Please let us edit the trigger email that gets sent after someone subscribes to our mailing list!

0
1

Subscription page editing

Open

PLEASE let us edit the newsletter subscription page to make it more marketing-effective, including letting us choose which mailing lists to allow/make visible.

0
10

Email Password Protected PDF attachment

Open

It would be nice for all emails to work as the password rather than just the primary email. Alternatively, if we could choose our own password or disable the password protection.

4
3

Text to GeoSearch grid

Open

I would like to be able to text to a GeoSearch returned grid.

0
2

Mail Merge Template Library - Copy

Open

In the Fundraising Module under the Mail Merge Template Library add an option to make a copy of an already created letter.

0
1

Option to save thank-you emails to portal

Open

In case a donor needs a lost thank you letter that was emailed to them, they can find it in their portal. Currently, we have to create a new letter and send it/post it.

0
1

Membership List View

Open

We should be able to remove "non refundable fee" and "description" on the list view of membership if those fields are blank!

0
2

Record texts in Interactions

Open

Please record texts as an Interaction.

0
4

Email Marketing Formatting Needs Work

Open

Formatting emails is extremely difficult. We choose a different font and/or color, or formatting option and it simply does not make the change. We try to add links and it simply doesn't add them. So difficult to delete skinny little rows between blocks. Overall the email marketing builder needs work, it's very glitchy. The options you want are there (although not very intuitive) but they're difficult to work with and often don't work.

0
4

Remove Inactive Projects from Dropdown

Open

We have a lot of Chapters in our system that are no longer active and it is not ideal to still have those as giving options a donor can designate a donation to. In our current donation system (Virutous) we can indicate if a project (Chapter) is active, and should be online, or inactive, and not show up online. I'd like to recommend a Setting option on Chapters that can allow them to be in the system to view donations attached to it, but it can be removed from the current, active options in the dropdown menu.

0