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Donor Management (81)
Donor Outreach (30)
Online Giving (25)
Dashboards and Reports (26)
Integrations (7)
Security (0)
Auto fill Zip Codes and Counties when creating contacts
To save time and reduce mistakes of inputting data, it would be helpful if zip codes and counties are auto filled data points when a user puts in a donors address.
1
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3
Folders in Templates
It would be great to be able to create folders in Templates. As I copy or create new templates, being able to move them into folders would make things much easier than scrolling and scrolling to find what I am looking for.
6
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complete
17
add ablilty to create a contact when adding a gift
When adding a gift to DonorDock using the quick add button, if a contact is not yet in DonorDock, you can create that contact when creating the gift.
11
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Donor Outreach
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complete
27
Negative impact accounting for transaction cost loss
When refunding possible errors/fraud how do we account for a loss or negative balance of the transaction fees. Just canceling the donation doesn't account for the loss thus if we don't have the ability to do negative monetary means then it will impact financial reports.
2
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complete
1
Nickname come up in search bar
When someone has a nickname, that account should come up when you search that name in the contact search bar.
2
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complete
3
Show meeting notes and activity type on Action Board To Do's so you do not have to visit contact
Show meeting notes and activity type on Action Board To Do's so you do not have to visit contact
3
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complete
1
Add Text as a form of communication to donors
Add Text as a form of communication to donors
2
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complete
1
Allow custom amount box without a required suggested amount on giving pages
Allow custom amount box without a required suggested amount on giving pages
2
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complete
2
Add the ability to upload documents relating to a particular gift.
Add the ability to upload documents relating to a particular gift.
1
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complete
2
Add 'Venmo' to the payment type drop-down, or make 'payment type' a customizable drop-down
Add 'Venmo' to the payment type drop-down, or make 'payment type' a customizable drop-down
1
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complete
1
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