Track (donor management)

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Company contact type

Ability to create a constituent record without an individual tied to an organization (ie: company record)

in progress

Move Transaction between Campaigns

Self-serve ability to move transactions between campaigns

in progress

Total Donations this Month Merge Tag

Using a merge tag, the ability to send letters to donors of their monthly donations.

Move recurring donation plans between campaigns

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

'Exclude' Filters - Option to exclude a group of Contacts, instead of include

Via Tags, or other parameters.

Downloadable Receipts for Admins

Give admins the option to download a copy of a donor's receipt from the Transactions tab.

Ability to identify who entered the offline transaction or registration

Workflows: Add workflow trigger for answers to custom field questions

For example: Someone answers "yes" to the question of whether their company matches gifts, an email series will be sent out.

Admin ability to manage recurring donations

Allow admins the ability to manage and edit recurring donations, sending a confirmation email of the change to the donor.

planned

Optional dollar value for in-kind donations

Ability for admins to input an in-kind donation without having to add an estimate dollar amount. That way, there'd be no dollar value included in the receipt.

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