NEW FEATURE REQUEST

Pinned feature request

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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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PINNED Native ask tracking for major gifts
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 ...
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Constituents

Showing 153

See User-defined Groups in the constituent header or summary

See User-defined Groups in the constituent header so you don't have to check on the Profile page to see which segments a constituent is in.
over 1 year ago in Groups / Summary & Header 0 Not Prioritized

Search for constituents based on zip code

It is often useful to search a constituent by zip code, as other details of their record may be misspelled or not provided.
about 1 year ago in Search 0 Not Prioritized

Edit data in a constituent field without making the whole page edit-mode

Edit data in a constituent field without making the whole page edit-mode, so that you can update data without scrolling back and forth or seeing the edit versions of custom fields you aren't trying to update.
almost 2 years ago in Profile 0 Not Prioritized

The Date of a membership schedule should be based on the Start Date, not Created Date

It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
over 1 year ago in Timeline 1 Not Prioritized

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
about 1 year ago in Constituents / Transactions 0 Not Prioritized

See informal name in the constituent header

See informal name in the constituent header without having to go to the Profile page.
about 2 years ago in Summary & Header 1 Not Prioritized

See tribute details about a transaction on the timeline

See details about whether a transaction is linked to a tribute from the timeline, without opening the transaction.
about 2 years ago in Timeline 1 Not Prioritized

See lifetime fair market value (FMV) of in-kind gifts on constituent summary

It would be great to see on the summary page like dollar donations a gift in kind FMV section to get a complete view of a donor and their contributions.
about 1 year ago in Summary & Header 0 Not Prioritized

Search for a constituent based on a custom field

At the time we were considering Bloomerang, we emphasized the need to search our constituents by our institutions ID # and was told we could. During implementation, we learned that was not an option but could request it to be added as a Feature.
almost 2 years ago in Search 0 Not Prioritized

Create a letter for a constituent directly on their timeline

Creating a letter for one constituent is a hassle because you have to go into the Letters section of Bloomerang and change the filter every time you need to run one letter for one constituent. (These are letters outside of transactions.) If you co...
over 2 years ago in Letters / Profile 1 Not Prioritized