Trellis Ideas

Fundraising Platform

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5
Add the ability to send an email to a specific list
Improvement
Under Review
Sometimes we want to send a link to a list of people but they aren't in a pre-defined list. For example, if there are a few name changes prior to the event and we want to resend the arrival email...
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3
Add "Purchase On Behalf of a Company" as an option during checkout in the Check In Tool
Improvement
Under Review
When we are processing FAN donations, some of them are using company cards and I have to modify the transaction record after the donation is processed in order to indicate it was on behalf of a...
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3
Single-Sign-On Support
Feature request
Under Review
Support for Single Sign-On (SSO) via SAML or OIDC allows organizations to control where and how event management users are accessing the platform.
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3
Improve Guest Email Feature, specifically image quality
Improvement
Under Review
It would be great if you could address the image quality issue when images are added to guest emails. Have followed the instructions in the resources provided but the images are still grainy when the...
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0
Don't sync offline transactions into RE NXT
Improvement
Planned
This would be for gifts that already exist in RE NXT and just need to be entered into Trellis.
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6
Accept ACH direct debit payments (US only)
Feature request
Planned
This would be to reduce credit card fees on large purchases such as sponsorships and major gifts that are not covered by 0% Fees feature. Planned for 2026
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8
Accept digital wallets for payments
Feature request
Planned
This would make it easier for donors to make purchases and save credit cards onto their accounts.
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7
Don't sync offline transactions into RE NXT
Improvement
Planned
If a gift is already in RE NXT and we're just adding it into Trellis, we need a way to prevent it from syncing into RE NXT and creating a duplicate gift.
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11
Ability to hide a silent auction item until it's ready for bidding
Improvement
Under Review
If the silent auction is already public, and an organization receives a new item they need to start creating, there's no way to keep a silent auction item hidden from the public until it's fully...
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9
Add a way to manually sync transactions into Raiser's Edge NXT
Feature request
Under Review
This would be in cases where auto-sync fails due to an issue. Users could see the issue, correct it, and manually re-sync the transaction without needing to go through Trellis support.
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