NEW FEATURE REQUEST

Pinned feature request

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PINNED Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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PINNED Include soft credits in giving calculations like First, Largest, and Latest Transaction
Include soft credits in giving calculations like First, Largest, and Latest Transaction
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All Requests

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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.
almost 3 years ago in Relationship & Households 2 Under Consideration

Selectively keep some information from the merged constituent when merging duplicates

When merging two duplicate constituents, keep some information from the original record (created date and account number, for example) and some details from the newly created record (primary address, for example).
over 2 years ago in Merge Duplicates 1 Not Prioritized

Distinguish between mailing/billing addresses and physical addresses

Distinguish between mailing/billing addresses and physical addresses so that you can send direct mail to the primary mailing/billing address but visit a constituent at their primary physical address.
almost 2 years ago in Profile 2 Not Prioritized

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 ...
over 1 year ago in Timeline 2 In Progress

Ability to create a constituent summary / one-pager report

Sometimes I need a physical version of a constituent's profile, but there's not an easy way to get giving or other constituent information into a printable format. I would like to have the option to create a report where selected giving, contact, ...
over 1 year ago in Reporting  / Summary & Header 2 Not Prioritized

Create new pledges through an online form

Donors can create new pledges via an online form. For example, when an event sponsor intends to pay via check.
over 2 years ago in Online Fundraising 5 Not Prioritized

More intuitive data entry for international addresses

Bloomerang CRM currently handles US and Canadian addresses with specific, labeled fields (street, city, state/province, zip/postal code). However, for all other countries, the address is tracked in a single "Address" field that supports multiple l...
about 2 months ago in Constituents 0 Not Prioritized

Find a tribute in the tribute list by searching for its name

Find a tribute in the tribute list by searching for its name.
over 2 years ago in Tributes 8 Not Prioritized

Groups - Ability to add number of participants by date instead of by group

We have regular groups that visit every week. Instead of adding the same group as multiple entries, it would be helpful to be able to add the total volunteers committed to the "Group Hours Worked" by date for proper calculations. The same group ma...
3 months ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

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
over 1 year ago in Report Types/List and Templates / Reporting 1 Under Consideration