Roadmap

Feature Requests


New Feature Request

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

Actual Dollars Given in Gifts View

Open

Users would benefit from a new column in the Fundraising > Gift reports that shows the actual dollars paid to their org. It's very confusing to run reports in the Fundraising menu that don't share the actual payout.

0
3

Event Attendance Edits

Open

Please consider combining the functionality of the Events grid from Workspace and Event Attendance, so that there's a single place to manage Event Attendees (e.g. move them from Waitlist to Confirmed, edit their names, remove them from attendance list if they cancel, etc).

0
2

DAFpay Integration

Open

Please add a DAFpay button option to donation pages.

0
1

Word File for Name Badges

Open

Please consider making the "Print Badges" function for Event Attendance an editable WORD doc instead of a locked PDF doc. We would love to print directly from DonorView but need to be able to edit.

0
1

Formatting for patron information entry

Open

Can we get some standard formatting for how patrons can enter their information that are grammatically correct? This will keep patrons from using all caps or all lower case, formats for phone numbers that we can select, how addresses are entered, etc.? It is frustrating and wasteful time to constantly have to fix these errors. It would also be helpful to have a better way to have patrons search for duplicate records.

0
5

Digital Membership Cards & Email Customization

Open

Add the ability for organizations to customize the automated email language and the design of digital membership cards. While digital cards are a great feature, allowing customization would help organizations better reflect their branding and communication style.

0
2

Tracking Solicitation/ Source/ Appeal

Open

I would like to be able to have multiple links available that feeds into the same campaign so that I can track solicitation/ source codes depending on how the donation comes in. The last CRM I worked with would allow you to set up a page that would feed in, but depending on the QR code, you could have a solicitation or source code attached to it. For example- When a donation comes in at this time of year, is it coming from the QR code that I put in my year end letter? I would like to track that.

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8

Event Sponsor Logos

Open

It would be nice to have a place to add event sponsor logos to the bottom of event pages.

0
2

IPad functionality

Open

On an iPad when I go to the constituent view for a person, I am unable to see all of the tabs or maneuver to ones to the left of the screen using the arrow. The furthest one I can see is Attendance. So I cannot add a gift or see their pledges.

1
10

Safari compatibility

Open

Half of the country uses Safari on their mobile devices as their primary browser. Please make DonorView more Safari compatible. We are having people give up registering and/or giving because DonorView does not work as as well/consistently as it does with Chrome.

0