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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

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
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
6

Direct Email Option on Constituent Profile

Open

Please add a Direct Email button to the Constituent's Profile page, preferably with access to the User Direct Email Template & Signature. It should be a 1-step process to communicate with a Constituent. Currently have a 3-step process: go to the Constituent Grid, filter for the name, select Direct Email.

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

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We have a lot of Chapters in our system that are no longer active and it is not ideal to still have those as giving options a donor can designate a donation to.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
5

Only Hit Submit Once Note on Event Registration

Open

Can we please add a note right above or right below (or even part of) the Submit button on the event registration page? We have people who hit submit twice because sometimes it takes a while to process the submission and they worry it didn't submit. It would be nice to be able to add a note of some sort that say May take a moment to process, please hit submit only one time. Or something to that effect

0