Donor Management & CRM

Self-serve ability to move transactions between campaigns

Use-case scenario: We would like to be able to send an email thank you/acknowledgement (no tax information) to a soft credit donor when the transaction is entered. To a DAF donor, for example

Allow for partial refunds, for example refunding a ticket purchase while leaving a donation.

It would be really helpful to have a feature that allows users to easily view the history of merged and deleted contacts. Currently, there isn’t a clear way to see which contacts were merged or deleted, or when those changes occurred. Adding a history or activity log that shows: * Which contacts were merged, and into which record * When the merge or deletion happened * Who performed the action (if applicable) Would make it much easier to trace data changes, verify accuracy, and provide clearer support when users report missing or merged contacts. This improvement would enhance transparency, simplify troubleshooting, and strengthen user confidence in managing their contact data.

Use case scenario: "I guess I'd like to receive an email when someone unsubscribes as long as it tells me what they unsubscribed from. I don't see where I can run a report to show me who has taken that action. I would have to look each person up to see what marketing mail they unsubscribed from. And do you consider events marketing emails? So for instance, if we are having a "giving event" or a gala or such, if they have Unsubscribed to say our newsletter, they would not receive the event info, correct?"

The ability to donate using miles and credit card points should be available. 🌟

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

There is currently no address field for individual contacts when assigning a Point of Contact (POC) to a company. Many small businesses share an address with their POC, but not always. Having a separate address field would make it easier to send thank-you notes or mailers directly to the contact. Please add an optional address field when creating or editing an individual contact

The ability to remove the raised amount from the Giving Hub platform.