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Roadmap
Track (donor management)
164
Changelog
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91
Company contact type
in progress
Ability to create a constituent record without an individual tied to an organization (ie: company record)
19
12
Add nickname or preferred name field to the contact's profile information
Adding a nickname or preferred name field to the donor's profile information would allow organizations to quickly find and capture this instead of adding a contact custom field.
4
300
Move Transaction between Campaigns
planned
Self-serve ability to move transactions between campaigns
31
9
Custom columns in Track
The ability to add, change, or remove any of the preset columns in Track. For example, an organization may want to include donor phone numbers in place of 'Contact Since' or only show the name and total contributions.
4
23
Advanced Filter: Filter contacts by first and last name
Add the ability to filter contacts by either first or last name
6
88
Move recurring donation plans between campaigns
The ability to reassign a recurring donation plan to a new campaign.
21
21
Importing Soft Credits
Having the ability to include soft credits in the transaction import. This would include credit for matching gifts, solicitation credit or 'In honor of' donations.
4
28
Advanced Filter: Contact by Location
Filter contacts by location, including state, city, region
1
79
Alphabetical Order
Ability to make your contacts be in alphabetical order to more easily find; order by last name
8
68
Edit Ticket Holder Information
Admin ability to edit the ticket holder information, in the case that a ticket is transferred from one person to another
3
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