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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

Household name merge fields in emails

We would like to send thank you letters via email to our donors at times. In the salutation of the letter we would like to use the household informal names (e.g. husband AND wife), not just the informal name of the constituent who has the the tran...
over 2 years ago in Donor Communications 1 Already exists

Delete tributes

A tribute made in error or similiar to another tribute, such as a middle initial included, cannot be deleted. I am suggesting that tributes be able to be deleted from the Tribute list if they are created in error or a duplicate or an unused tribute.
about 2 years ago in Tributes 2 Not Prioritized

Prompt to create a follow-up task from the interaction page

Prompt to create a follow-up task from the interaction page so that you can efficiently set up your next step with a constituent.
over 1 year ago in Donor Communications / Email 1 Not Prioritized

Email series templates for membership renewal reminders

Email series templates for membership renewal reminders
8 months ago in Email 0 Not Prioritized

Anniversary Reminder Function

. I can’t set up a report or schedule a function to send an anniversary email to donors (their first, second, etc. anniversary of their first gift. This would be especially effective for recurring donors. 
11 months ago in Automation / Email 1 Not Prioritized

Automatically run letter

We would like to generate a letter when it is a constituents birthday AND have it create an interaction when the letter is generated.
12 months ago in Letters 0 Not Prioritized

Resolve multiple tasks at once by sending a letter or email

Explore better ways to resolve tasks when sending one-to-many communications through Bloomerang.
over 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Additional letter envelope sizes, in addition to #10

Additional letter envelope sizes, in addition to #10, so that you can print envelopes that match the size of your letter.
over 1 year ago in Donor Communications / Letters 0 Not Prioritized

Bulk complete tasks

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
about 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized

Customize donor survey segment/audience

We would like to be able to email surveys to specific groups of donors in addition to using the first time donor survey, the existing donor survey, etc. For example, we're interested in learning more from local vs. long-distance donors, donors who...
over 2 years ago in Engagement Surveys 0 Not Prioritized