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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
Advanced Filter: Households/Indivduals
Ability to filter contacts by household affiliation, if applicable. Similar to audience segmentation in Mailings. This will offer organizations the option to segment digital communications by household vs. individual.
2
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complete
Include Check Numbers on Donor Statements
Enable the inclusion of check numbers on donor statements for donations made via check. This feature would provide donors with more detailed records, ensuring transparency and making it easier for them to match donations with their personal records.
6
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complete
Ability to filter transactions by contact type (Individual & Company records)
The option to filter the transactions by contact type to separate individual and company contacts-types.
3
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complete
Fund Designation to be included in EOY
Fund designation to be included for each transaction on the EOY Summaries.
2
·
complete
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