Skip to Main Content
NEW FEATURE REQUEST

Donor Communications

Showing 112 of 868

Current Year To Date Tax Summary

It is very useful to us to have a year to date tax summary available on each donor's profile, in addition to the previous few years. This exists in Kindful, but doesn't in Bloomerang (we just converted from KF to BL). We send current year tax summ...
8 months ago in Tax Summaries 0 Not Prioritized

Add ability to preview (and edit) an email before sending from saved donation

The ability to generate emails (as well as letters) upon saving a donation is a nice new feature, but it would be significantly better if the email could be at least previewed and preferably edited before it is sent (similar to how letters are han...
8 months ago in Email 1 Not Prioritized

Option to give a standard user view only access to Letters area

Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
9 months ago in Letters / Users 0 Not Prioritized

Brand fonts for emails

Brand fonts for emails Note: This idea is split from fonts for letters because of different technical restrictions on how fonts display in email inboxes vs what's possible with print media. To vote for more fonts in letters, please see this idea: ...
11 months ago in Email 0 Not Prioritized

Option to create receipt letter during transaction entry (not just acknowledgement letters)

Currently, you can create an acknowledgement letter during transaction entry. If you want to create a payment confirmation receipt that does not serve as an acknowledgement, you can only do that from the Communications section. This idea would let...
11 months ago in Donor Communications / Transactions 0 Not Prioritized

Preview the default payment confirmation email content

Preview the default payment confirmation email content (default form submission confirmation emails and payment confirmation emails) without looking up a help article.
11 months ago in Donor Communications / Forms / Payments 0 Not Prioritized

Option to require phone number on forms

Option to require phone number on forms. If you want to require custom fields, please upvote Option to make custom fields are required for specific online forms, without having them be required for manual entry
11 months ago in Forms / Online Fundraising 0 Not Prioritized

Streamline generating soft credit acknowledgement letters

Currently, you can add a soft credit when you enter a transaction. After saving, you can navigate to the soft credit and generate an acknowledgment letter from the Edit Soft Credit screen. This workflow takes several steps and could be streamlined...
11 months ago in Donor Communications / Transactions 1 Not Prioritized

List upcoming pledge installments in letters and emails

List upcoming pledge installments in letters and emails so that you can communicate with a donor about all their upcoming payments.
11 months ago in Donor Communications 0 Not Prioritized

Send a payment reminder from a constituent's profile

Send a payment reminder from a constituent's profile so that you can quickly generate the invoice while you're looking at their record instead of sending it through the Communications section.
11 months ago in Constituents / Donor Communications 0 Not Prioritized