Donor Management & CRM

Self-serve ability to move transactions between campaigns

The ability to add a photo to a contact's profile would be helpful to recognize and identify donors.

Via Tags, or other parameters.

The ability to reassign a recurring donation plan to a new campaign.

Update Contact Form: the ability to send a link to all Contacts or generate a link for a single contact for them to click and be able to update their data (email address, mailing address, phone number, etc.) in the dashboard's Contacts section (without them needing to access the dashboard, sign up for Givebutter, etc.)

So a question only appears if someone answers the previous question a certain way - i.e. "Do you want a T-shirt?" If they answer yes, your question "T-shirt size" appears. If they answer no, that question does not appear.

Have the ability to import contacts only containing email addresses. Some newsletter sign-ups from other platforms only ask for email addresses (without first and last names). Being able to import those email addresses as contacts will help them reach out to the donors via Engage.

Having transactions associated to company contacts available within Plus reports would be helpful for overall reporting.

When a contact is being credited for a soft credit, have a notification / email sent to them to let them know and thank them.

It would be great to have a filter button within the transaction page for donations only and not including tickets or winning bids.