Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports.
Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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Include soft credits in giving calculations like First, Largest, and Latest Transaction
Include soft credits in giving calculations like First, Largest, and Latest Transaction
I need Journey Automation to work at the Household level
Journey Automation currently enters constituents based on each constituent's giving characteristics. However, my organization tracks giving at the Household level, and I need the donation automations to respect the Household giving characteristics...
Quickly find specific timeline entries based on more complex search and filter options, such as: Interaction channel (more easily focus on personal interactions and hide mass emails) Date range (possibly replacing the list view as a way to find ol...
about 2 years ago
in Timeline
41
Under Consideration
Allow online forms (donation forms, event pages, crowdfunding, etc.) to be further customizable with colors, font, and logos to improve branding and visual appeal.
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
Use on-brand fonts for letters so that the letters you generate through Bloomerang look consistent with the letters you create using other software. Note: This idea is split from fonts for emails because of different technical restrictions on how ...
Add Consecutive Years of Giving Calculation to Constituents
Knowing how many consecutive years a Donor has given is valuable in engagement activities and reporting. For example, I would like to send out special thank you letters / emails to Donors who have given for 5, 10, 15, etc. consecutive years.
Allow Event forms to be more customizable, including color themes, images, positioning, more flexible informational text, button text, event terminology (like attendee vs sponsor), embeddable widgets (like goal thermometer).