NEW FEATURE REQUEST

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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Constituents

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View constituent summary charts as fiscal year

I'm not sure it this fits better into DataViz or Constituent Management for the category but chose DataViz since it's about a graph on a donor's record. I would really benefit from being able to see the 10-year giving summary in a FY graph in addi...
almost 3 years ago in Reporting  / Summary & Header 0 Not Prioritized

Built-in support for seasonal phone numbers

Since there is a "vacation" tag for addresses it would be nice to have a "vacation" tag for phone numbers, as some still do have "vacation" landlines that differ from their mobile and home phone numbers.
over 1 year ago in Profile 0 Not Prioritized

Don't show fields that are only relevant to individuals when creating a new organization

Why do we need things like birthdays or gender on an organizational profile? Is there not a way to customize the data we see depending on the profile type?
over 1 year ago in Profile 0 Not Prioritized

Reduce search bar sensitivity to spaces

We have many constituents with spaces in their last names. Searching for some of these constituents is frustrating because the search bar does not recognize names if we don't get the space/no space correct. For example: Bob Vander Molen vs. Bob Va...
over 1 year ago in Search 0 Not Prioritized

"Unknown" type for phone and email

Description provided to Support: There does not appear to be a way to add additional Types for phone numbers and this has a significant impact to data cleanliness. I'm in the process of doing initial data migration into Bloomerang from the legacy ...
about 3 years ago in Profile 0 Not Prioritized

See volunteer interaction details on timeline

See details about an interaction's volunteer activity or hours on the timeline without having to open the interaction.
almost 2 years ago in Timeline 0 Not Prioritized

See the names of soft creditees associated with a transaction on the timeline

present more details on timeline transaction summary block to indicate Soft Credit with constituent name. Use a symbol to reflect soft credit instead of text to save space. The more details you place in the block the better. Just give an option to...
about 2 years ago in Timeline 0 Not Prioritized

Make Preferred Channel Pick Multiple

This is useful because I want to see all of the preferred channels for each individual constituent.
over 2 years ago in Profile 0 Not Prioritized

Deactivate all members of a household more efficiently

It would be extremely helpful to have the option to make a household inactive instead of having to go to each individual in a household and click them as inactive.
over 2 years ago in Relationship & Households 1 Not Prioritized

Increase size of note attachments allowed

I can't attach all of the documentation.
almost 3 years ago in Timeline 0 Not Prioritized