NEW FEATURE REQUEST

Pinned feature request

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PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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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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All Requests

Showing 919 of 919

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...
almost 2 years ago in Profile 2 Not Prioritized

Manage an organization's primary contact easily in a list of all organization contacts

See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
almost 2 years ago in Profile 1 Not Prioritized

📱Scan Business Card to Create Constituent

Use the Bloomerang mobile app and your mobile phone's camera to scan business cards to quickly create constituent records.
12 months ago in Mobile App 0 Under Consideration

Activity Log: There should be component that tracks volunteer shift sign-ups or cancellations within the volunteer's profile, so you can see when and how frequently volunteers removes themselves from a shift. Similar log of activity history to the email history feature.

This would allow our organization to identify if a volunteer was previously scheduled to an assignment and cancelled it. It would also allow us to see if a volunteer signed themselves up for a shift or if an Opportunity Manager signed the voluntee...
over 1 year ago in 3. Scheduling & Placement (VMS) 4 Under Consideration

Admin can Duplicate and Archive Events

The ability to archive an event that is completed (but still be able to reference and report on it) and the ability to duplicate an event to speed up event creation.
about 3 years ago in Event management 7 Not Prioritized

Scheduler Enhancements - Annual and/or on day or month scheduler options

I need to be able to schedule reports, emails, or other automated actions to trigger annually or on a specific day or month similar to the existing report date filter.
about 2 years ago in Reporting  / Scheduling, Exporting/Sending, and Settings 1 Under Consideration

Recurring tasks for administrative work

Set up recurring to-dos not related to a specific constituent in order to easily stay on top of ongoing, internal administrative processes like data scrubbing, reporting, etc.
over 2 years ago in Task Management 4 Not Prioritized

Apply third part gifts (soft credits) to recurring donation schedules

When a donor sends regular recurring payments through their donor advised fund, you can currently track the donation from the donor-advised fund, and give soft credit to the donor. This idea would let you then link that soft credit to an existing ...
over 2 years ago in Transactions 9 Not Prioritized

Ability to turn off notifications when administrator deletes shift

We create shifts in series for our recurring shifts. When we need to cancel a shift d/t holiday or closure, it notifies the volunteers that the shift has been cancelled. This notification is confusing to volunteers. We have adopted the work-around...
6 months ago in 3. Scheduling & Placement (VMS) / 4. Engagement (VMS) 0 Under Consideration

Import pledge payments

Connect imported transactions to existing pledges so they're categorized as pledge payments (rather than donations).
over 3 years ago in Import 7 Not Prioritized