Givebutter
Roadmap
Donor Management & CRM
598
Changelog
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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
Ability to pull donor data when adding team members manually
Since admins already have the ability to add team members manually, the user wants to add them via pulling their donor data in the contacts tab. This will allow the team members to show their involvement as team members in their donor profile.
0
Ability to edit the Soft Credit date
Provide an option to select a different date instead of automatically recording the soft credit on the same date it was added for a contact.
2
Ability to tag other contacts in activity notes
Add the ability to tag other contact profiles within an activity note. This could be similar to the ability to tag resources in a Task.
0
Add notes to personal profile
I would like to have the ability to add personal notes directly to my profile. This feature would help me keep track of important information and reminders related to my account, all in one place.
0
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