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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24

Archiving constituents

Open

I would like to have an archive feature and not have to delete constituents who haven't given in more than 5 years

1
20

Tax Deductible Total

In Review

To the Constituents grid PLEASE add Tax Deductible Totals for Last Year and This Year. That would be SO helpful for tax receipts. Thanks!!

1
21

Improve Templates

In Review

There should be a way to upload letterhead for the mail merge templates. Adding any images is a drawn-out nightmare; when finally formatted properly, they always have terrible print quality.

3
1

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.

0
1

Option to change "learn more" under ticketing to "What's Included"

Open

"Learn more" is passive to me. I'm afraid people won't click on it and, at least for us, there are important details in there. If we have an option to change it to "What's Included" - people are more likely to click on it to see what they're getting.

0
19

Option to Register Myself

In Review

I have lots of duplicate records that get created at the time of registration because one place they put their name in as Steven and one as Steve or they forget to include their email or one is gmail.com and the other is gamil.com because of a typo. It would be great if they could click a box that says I am registering myself and then it would fill in the same name, address, phone, email, anything duplicated on the registration form rather than requiring the constituent to enter that info twice and possibly creating a duplicate record that is not needed.

0
11

Event Calendar

Open

Please allow the main calendar to allow programs to be scheduled on certain days of the month, reoccurring! We have several reoccurring programs that happen on, for example "the 1st Thurs of the month". We can schedule the exact day those happen in the event page scheduling. However, when you go to the activities calendar, it shows up on every Thurs. of the month, which is confusing to our members. If they click on one of the Thurs. it will take them to the actual calendar date of the program but just glancing at the calendar, it seems there is a program "next week" and "the week after", which may cause our members (who are cancer patients) to make plans to come when there is not actually a program.

1
14

Year End Report

In Review

A report that would give you an overall view of one year vs. another with data such as average gift, # of donors, # of new donors, # of donors lost, # of new grants, # of corporations giving, % of average gift of donors, % of average gift of corporations, etc...

0
1

Give us the ability to hide 3 sections on the Member's Constituent Portal

Open

On the portal, Member Profile Page, we'd like the ability to hide the Custom Message, Image Gallery, and Youtube Video sections. They take up a lot of unneeded real estate and the Addresses are SAVE button are buried beneath them, making this not user friendly.

0
1

Add Constituent Field "Subscribed to email marketing?"

Open

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

0