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

Filter for Email Campaign page.

Open

Order of Email Campaigns be permanently changed to last sent out at the top permanently?

0
0

Add Constituent Field "Subscribed to email marketing?"

Open

A simple yes/no option that reveals if a record is subscribed to email marketing.

0
3

Automatic Subscription to Your Own Feature Requests

Open

When you submit a feature request, you should automatically be subscribed to it. Obviously, you want to be kept in the loop for all the features you submit. In the off chance that you don't want to be subscribed, you could unsubscribe to it.

0
3

Space after names in profiles

Open

We continue to have problems with people who enter a space after their first or last name and it gets saved that way on their profile. The bigger issue is that it is also saved that way in their Informal Salutation so letters end up being addressed to "Dear James ," instead of "Dear James," and the envelope ends up being addressed to "James Smith" instead of "James Smith" - as you can see the extra space looks unprofessional. It would save time if we didn't have to keep correcting this. Interestingly, if they leave a space after their last name, it gets removed when it creates the Formal and Envelope Salutations. Spaces after first and last names get saved as part of the Recognition field though and needs to be removed from there as well.

0
3

Register Yourself

Open

So many people create duplicate profiles when registering because we ask for legal names and they go by something other than their legal name. It would be nice if they were able to click a box saying I am registering myself so the system would know not to create 2 profiles - one for the purchaser and one for the attender. It would know that they are the same person. It would also help when people are logged into their portal account that it wouldn't create a new profile if they have changed email addresses or go by a different name.

0
3

Views for Donation Pages

Open

When working with donation pages, I have to see every donation page we have ever created. I can filter for active pages but when I make a change to one of those pages, it reverts to showing all of the donation pages again when I go back. It would save time if we either had Views like you do in many of the other grids or if I had the ability to check and save a box for Active only (like you have unarchived events on event pages).

0
5

Sending Thank You Emails to another email

Open

Sometimes an email address is entered incorrectly when registering for an event and then if the registrant calls and asks to have the email resent to them, we can only resend it to the original email that it was sent to. It would be nice to be able to send it to another email address.

0
1

Donation Page Fonts

Open

The font size for pre-defined gift asks on donation pages is fixed, not variable, requiring ellipses for longer descriptions. It would be good to have the flexibility to adjust font size so some of the text doesn't look so clunky

0
2

App for registrations

Open

It would be great if there was an easy to use app for our users to use for register for events. Is this in the works?

0
1

Custom Views for Personal Dashboard

Open

Right now you can't edit the data that populates the dashboard charts. Need to be able to see summary information that is relevant. Right now the dashboard only shows outdated information and I can't define filters.

0