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NEW FEATURE REQUEST

Pinned feature request

PINNED Print a batch of tax summaries for the year
I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.

Donor Communications

Showing 112

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.
6 months ago in Donor Communications / Forms / Payments 0 Not Prioritized

Format letter envelopes

There is currently no way to format the envelope text in the Letters function. If you want the address in a different font (that matches the letter font, say) or you want the address block anywhere other than the exact middle, then you are out of ...
almost 2 years ago in Donor Communications / Letters 0 Not Prioritized

Improve tribute list navigation (sort, filter)

Improve tribute list navigation (sort, filter) to make it easier to find a specific tribute to update.
6 months ago in Tributes 1 Not Prioritized

Create new organization contacts when using BCC Bloomerang to track a communication with an employee

Create new organization contacts when using BCC Bloomerang to track a communication with an employee. For example, the system could recognize the domain matches an existing organization constituent, create a constituent for the employee, and relat...
10 months ago in Donor Communications / Profile 0 Not Prioritized

Better way to track gifts that are a "in honor of" and "in memory of" the same person

Better way to track gifts that are a "in honor of" and "in memory of" the same person.
11 months ago in Tributes 0 Not Prioritized

Merge field for just the tribute's first name

Merge field for just the tribute's first name (rather than the full tribute name) in order to create content with a more personalized tone.
11 months ago in Tributes 1 Not Prioritized

Letter Page Breaks

It would be extremely helpful to be able to include page breaks in multiple-page letters. Currently, I have to add extra spaces...and it is still not perfect. For example, if a constituent has a 2-line address vs. 3 lines, it can change the positi...
about 2 years ago in Letters 3 Not Prioritized

Print a batch of tax summaries for the year

I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
almost 2 years ago in Letters / Tax Summaries 1 Not Prioritized

Merge duplicate tributes

Just as we can combine duplicate constituents, it would be extremely helpful if we could also combine duplicate tribute fields.
over 1 year ago in Tributes 1 Not Prioritized

More easily send a communication to all organization contacts related to a specific organization

More easily send a communication (like an email) to all employees of a company (eg "everyone who has an employee/employer relationship with Google")
about 1 year ago in Donor Communications 0 Not Prioritized