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Donor Management & CRM
432
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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
Notify contacts when they have a soft credit applied to them
When a contact is being credited for a soft credit, have a notification / email sent to them to let them know and thank them.
3
Admin notification for refunds
Option to have notification for admins, when a refund or refund request comes in
1
Ability to customize the email that's being sent out when an admin cancels a recurring plan.
Be able to add more details and text to the email notification when an admin cancels a recurring plan.
0
Include Donor Address in Notification Email
in addition to name, phone number, and email address
2
Payment status notifications
The option to send email notifications to admins once a payment has been successfully processed. For example, notification for pending ACH payments that were marked as successful.
1
New Transaction Notifications
An indicator that there's a new transaction on the dashboard.
0
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