Ideas

Ability to run a report of Automations and/or Journeys that ran during a time period

I would like to receive information on people who aren't current donors and would be a good match for our nonprofit. I would like to know where they have given in the past and their capacity to give along with information on how to reach them.

We have more than 10 sponsorship levels for a couple of events. It would be helpful to be able to have a minimum of 20 levels instead of 10 for online payments.

The current interface for merging duplicate contacts is slow and cumbersome for many records. I'd suggest these improvements. The best way to see this is this video: https://www.loom.com/share/6ffd1a8d715b406ba4c90ea5077d7be6?sid=b2462e38-f1fd-49f8-865c-5d4fd77d669c Here are the options: 1) Let a user select multiple records using the existing checkboxes, hit merge, and then walk through the decision screen for each record. 2) Add merge, ignore and archive icons beside each record. clicking these icons lets you take the action on this record.

A field should be added to the Family section of a contact's records to record a spouse's nickname. This is present for the primary contact, but not the spouse.

We use lots of giving pages for people to donate to different programs, and it would be really helpful for us to be able to measure progress based on the net amount instead of the total. The total amount includes all of the fees, so the total we see in the progress bar isn't accurate compared to what the net total is. This gets pretty confusing as the number of donations increases. Thanks for considering!

The integration with GFMP imports donations every hour and so if you are working on a batch the credit card donations get added to the open batch which makes it very hard when working on a bank deposit.

On Giving Pages, move the selection of donation frequency from below preset dollar amounts to above. Allow a different list of preset dollar amounts and titles to be displayed, depending on which frequency (One-Time, Monthly, Annually) is selected. This would allow the suggested dollar amounts for Monthly to be (typically) smaller than those for One-Time. An example of this functionality is the current donation page for The Nature Conservancy https://preserve.nature.org/page/80429/donate/1 We currently use the Title filed for each preset amount to describe what that amount would allow us to provide to someone we help. Making the preset amount frequency dependent would also allow us to customize those descriptions.

Would be great to add emoji's in the subject line without having to cut and paste them from an external website.

E.g. the ability to filter to see "phone call" and "meeting" activities without seeing every single email we have ever sent them.