Donor Management & CRM

Self-serve ability to move transactions between campaigns

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

Every time someone buys a ticket to an event for someone else, there IS A RELATIONSHIP - either a Household (70% of the time) or a Friend or Family relationship. It would be great if the Household or Relationship were created automatically on the back end or if there was an option to select a household when the tickets are purchased. It would save hours of time.

Via Tags, or other parameters.

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

Ability to edit contact/transaction fields directly from the dashboard column view like in Monday.com or Google Sheets. To edit each field, we shouldn't have to go into the profile; we should be able to edit them right there from the page.

The ability to choose several contacts at once and have a "merge all" option. Functionality similar to Apsona Dedupe & Match in Salesforce.

The ability to have "Do not display name publicly" and/or "Do not display amount publicly" defaulted to the box being automatically checked.

The ability to have and/or require proper casing when donors enter their information when donating. For example: NO CAPS

It’d be super helpful to have an amount filter like "Between" or options for <= / >=. For example, if someone wants to find donations in a specific range, like $25 to $200, this would make it much easier!