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NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.

All Requests

Showing 759 of 759

Create a recurring schedule that will be split across multiple funds/campaigns/etc

Currently, you can create multiple schedules with distinct funds, campaigns, and appeals. If the schedules have autoprocessing set up, donors are charged one payment, which is tracked as a split payment. If the schedules don't have autoprocessing,...
4 months ago in Transactions 0 Not Prioritized

Ability to Lock my report from editing by other users

I need the ability to limit other users from editing my report. Some reasons why I need this: I have a very complex set of filters that I don't want changed I have the report scheduled to send and need to ensure it's not changed before it's sent
11 months ago in Report Types/List and Templates / Reporting 0 Under Consideration

I need a way to display all email, phone, or address information with a constituent or household in a report

I use reports to review contact information about a number of constituents and households, and sometimes I either don't know the specific address, email, or phone number or need access to all of the contact information. In those cases, I would lik...
10 months ago in Column Data / Reporting 0 Under Consideration

See all of a household's interactions, notes, and transactions on a household member's timeline

When opening the profile for a constituent who is in a household, you should be able to see their household's combined giving level so that you don't underestimate their giving.
over 2 years ago in Relationship & Households 2 Not Prioritized

Automated Expiration for Bloomerang Volunteer Qualifications

Our background checks expire after a certain number of years with the organization, and it would be great if we could keep track of that in Bloomerang Volunteer (i.e. an automated reminder to admin that the qualification will expire soon or someth...
6 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Zip Code filtering - radius, range, geofence area, etc.

I need to be able to filter constituents based on their geographic location.
over 1 year ago in Filters / Reporting 2 Under Consideration

Built in support for tracking grant applications & reports

Improved support for grant applications and staying on top of reporting deadlines. Example capabilities: Track proposal stages Relate tasks to grant applications Track reporting deadlines for funders Grant-specific purposes
about 2 years ago in Platform (general) 1 Not Prioritized

Report or calendar showing all volunteer birthdays each month

It is so challenging to find whose birthdays are each month, without scrolling through. You can sort the dates in order, but that's by year. I would like to be able to pull up a calendar or do a report to see whose birthdays are in a particular mo...
4 months ago in 6. Retention & Recognition (VMS) 0 Under Consideration

Streamline creating organization contacts/employees

Streamline the steps to create a new constituent and add an employee/employer relationship. Known pain points include: Very different workflow for the 1st contact person vs the 2nd contact person Number of steps it takes to go to constituent dashb...
about 1 year ago in Profile 2 Not Prioritized

Donor pyramid data visualization

Chart showing the tiers of the donor pyramid (for example: small, mid-level, and major donors). Could include stats about the number of donors and dollars at each level, or click-through reports to a dynamic groups of constituents at each level.
5 months ago in Home Dashboard 4 Under Consideration