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 Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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Constituents

Showing 166

See pledge balance in constituent header or summary

I would like to see the balance on the Constituent's Profile, I mostly enter deposits on a daily and it makes it difficult to look for when a Constituent ask what their balance owed is.
almost 3 years ago in Summary & Header 0 Not Prioritized

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

Remember recent constituent searches between logins

Remember recent constituent searches between logins so that you can navigate to a constituent you'd been working on in a previous session.
about 1 year ago in Search 1 Under Consideration

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.
about 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...
12 months ago in Constituents / Transactions 0 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

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

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