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Register for Exclusive Events in Portal
Our member benefits include access to exclusive events, and there are different events at different levels of membership. It would be great to ask members to log into their portal to see their upcoming events, register, and view their registrations.0
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Constituent Portal: additional fields, box for notes and customize message to join
It would be helpful to be able to customize the form to include a notes box so that constituents can add additional information that would be helpful to an organization, in addition the ability to add additional constituent info like the title and...1
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Constituent ID to be seen on Donor Portal
When donor sign on to donor portal they know their constituent ID. Constituent ID can act as their unique ID through which they can make gifts and payments.0
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DUPLICATE--please ignore Add ability to choose gift types that show in portal
We book Planned Gifts that have an unknown value with an estimate. We don't want to open up this portal to our most dedicated donors, our Legacy Circle, because we don't want this to scare them. May we please filter out that gift type?0
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Use Postal Standards for address update in portal
We keep our addresses USPS standard as AddressAccelerator does. It would be nice to make sure when a donor updates their address, it remains in USPS standard form. This way we don't have to go back in a fix the address after.0
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Portal Embed Code
Similar to donation forms, provide an embed code for the portal so that the portal can be wrapped in the non-profit's native website.1
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Online Portal - option to add links
If we could provide an option to add links or take them to other pages, it would be like alumni portal. We can then share resources and other alumni benefits from there.1
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Add Appeal Description to the gift fields in portal
Appeal Description is the MAIN identifier of gift designation for our donors. For instance, it would differentiate between a gift for Hurricane Ian response vs a gift for Hurricane Fiona response.0
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Add the Ability to Choose Gift Types that are shown in the Portal
We want to be able to customize the gift types that constituents can see in their Portal. Right now, Planned Gifts are shown and Pledges are not. We do not want donors to be able to see planned gifts, but we do want them to be able to see their pl...0
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Bilingual Portal
It would be great if we could configure the portal to display content based on the donor's language preference, either by using a toggle or by referencing a setting on their constituent record that stores their preferred language for communication...0