Pinned feature request
PINNED
Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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1
VOTE
Add fundraised total to giving summary
add fundraised total to fundraiser's giving summaries on their account. Similar to soft credits with the graph and include it in the lifetime total. This way we can see the actual amount the constituent has brought to our org, which is their donat...
0
Not Prioritized
7
VOTE
Add the ability to set a parent company for individual business locations
It would be helpful to those nonprofits who receive donations from local stores to be able to link those stores with their parent company. That way, we could easily see the overall donation data for a company, while still being able to credit the ...
0
Not Prioritized
3
VOTE
More intuitive data entry for international addresses
Bloomerang CRM currently handles US and Canadian addresses with specific, labeled fields (street, city, state/province, zip/postal code). However, for all other countries, the address is tracked in a single "Address" field that supports multiple l...
0
Not Prioritized
27
VOTE
20
VOTE
Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
2
Not Prioritized
8
VOTE
4
VOTE
Preview phone number formatting before saving new number
When you add a phone number, the system automatically formats the number like (xxx) xxx-xxxx. However, you can't see the formatting before you save. This idea would let you preview the formatting as you enter a new number, which could make data en...
0
Not Prioritized
1
VOTE
2
VOTE
29
VOTE