Skip to main content

Is there an Idea Bank?

  • June 2, 2026
  • 4 replies
  • 31 views

Forum|alt.badge.img

Is there an Idea Bank or a place to request functionality?

For example, I would like to set-up Automatic Soft-Credits. For example, when a specific Donor Advised Fund makes a donation I want to automatically soft credit the advising donor. 

I have a large number of these types of arrangements. There is a lot of places to forget or miss adding the soft credit. It would be best to automatically set these arrangements up on the records themselves.

4 replies

rachel moody
Forum|alt.badge.img+3
  • Community Manager
  • June 2, 2026

Hi ​@sfioribello! This is a great suggestion. We do have a place where you can submit feedback that goes directly to our product team. In the bottom left hand corner of your software, there’s an area that says “provide feedback.” I wonder if in the meantime, it would be helpful to create an automation that assigns a follow up to yourself each time a DAF makes a donation and keep track that way? I’ll keep brainstorming some other work arounds. 


Forum|alt.badge.img
  • Author
  • First Timer
  • June 2, 2026

Thanks. I will definitely provide feedback. That was just one example though. Sometimes we are soft crediting the owner of Wholey owned businesses, or perhaps the main record of a business with multiple locations. There are a lot of scenarios where might need to soft credit every gift made from one contact to another contact. Writing automations for every single one could possibly get unwieldly but will likely have to be the workaround.

I haven’t started exploring automation of Solicitor/Fundraiser credit. We have lots of contacts who are automatically given assigned fundraiser credit for specific events, business, etc. A different type of credit but basically the same issue.


Sally Heaven
Forum|alt.badge.img+2
  • Active Advisor
  • June 2, 2026

I love the idea of an Idea Bank, or even a dedicated sub=forum in the EveryAction Community where product ideas can be surfaced, discussed, and even (maybe?) voted upon. Over the last 7 years I’ve submitted a lot of product ideas via the Product Feedback link from the dashboard, but I’m not sure how I would see all the feedback in one place, plus whether it’s been put into production. 

For what it’s worth, I think more visibility in this area would be productive and healthy!

I have another product idea that I’m going to post a new topic about (and in the future if there’s ever an Idea Bank sub-forum created, please feel free to move it there).


rachel moody
Forum|alt.badge.img+3
  • Community Manager
  • June 2, 2026

@Sally Heaven Absolutely! This is something we were planning to add to the community. I’ll bring this back up with my team. 👍🏻