Customize included/excluded transaction types from First, Largest, and Latest Transaction columns
This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...
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...
over 1 year ago
in Timeline
34
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.
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 ...
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).
Make a payment online on behalf of an organization
Currently, all online form submissions are linked to or create new individual constituents. When someone makes a payment on behalf of an organization (eg signing up to become an event sponsor) a user has to notice the payment and move it to the co...