Track (donor management)

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User audit log

Show which user added an offline transaction

Hybrid Transaction and Ticket reporting export

A hybrid Transaction/Ticket export that includes first the purchaser's total transaction details with the tickets listed below with the ticket holder contact information, only attributing price to the purchaser.

Allow users to export a list of all bidders or auction participants

Currently, only winning bids can be exported. Some users have requested the ability to download a list of all bidders or everyone who registered for their auction but didn't win.

in progress

Customization on End of Year Giving Report

Customize the report language to indicate there were no services or good provided in exchange for the donation. Option to customize the Contact fields included in the report, ie. Company field is not currently included.

Save segments across Track & Engage

The ability for Segments to apply to all Track tabs and populate in Engage.

Advanced Filter: Transaction by Custom field

Filter your transactions by custom field responses (ex: all supporters with T-Shirt size Large)

Filter Team Members

Admin ability to filter team members/team. Currently we can only filter contacts that has contributed to the team member.

Bulk select/ select all

The ability to select an entire segment/filter group in the contacts, transactions, ticket, and recurring plans tab.

Importing Soft Credits

Having the ability to include soft credits in the transaction import. This would include credit for matching gifts, solicitation credit or 'In honor of' donations.

Revenue projection reports

Analyze previous year's data to project expected fundraising revenue (either per campaign or per contact YoY)

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