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Donor Management & CRM
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Donor Management & CRM

Upvote and comment on feature requests for Track, our CRM, to be notified of any updates in real-time.Don’t see the feature you're looking for? Let us know: 🔗 givebutter.com/contact
The option to view all contact information when manually merging contacts under Actions in their profile.
When manually merging a single contact via their contact profile, only the name and email address are shown in the dropdown selection. Add the option to view additional contact details for review before confirming the merge.
2
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Contacts
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planned
Ability to pin a contact note
Add the ability to pin contact notes to surface important donor information in the activity feed. This enables efficient collaboration and donor stewardship between users.
2
·
Contacts
·
planned
Bulk merge Contacts
The ability to choose several contacts at once and have a "merge all" option. Functionality similar to Apsona Dedupe & Match in Salesforce.
11
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Contacts
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planned
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