NEW FEATURE REQUEST

Pinned feature request

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PINNED 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 ...
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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

Showing 867 of 867

Import soft credits from a spreadsheet

Create a single transaction and assign out soft credits for each individual donor listed in a spreadsheet. Examples: United Way, Benevity, YourCause
over 2 years ago in Import 9 Not Prioritized

Track just the month and date of a birthday, without the year

Track just the month and date of a birthday, without the year, so that you can segment birthday communications without collecting full birthdates, filling in fake years, or using custom fields.
almost 2 years ago in Profile 3 Not Prioritized

See Donor Groups in the constituent header or summary

See Donor Groups in the constituent header so you don't have to check on the Profile page to see if someone is New, Lapsed, etc.
almost 2 years ago in Groups / Summary & Header 0 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 3 Not Prioritized

Exclude No-Shows from Post-Shift Automations

Not sending thank you emails to volunteers who do not show up. We are having volunteers try to use their "Thank You for volunteering" emails as confirmation for hours worked (that they didn't actually work).
3 months ago in 4. Engagement (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...
over 1 year 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)
over 1 year ago in Profile 1 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...
about 1 year ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Retroactively add hours based on ROLES within an opportunity.

As a new organization joining VMS, I'm trying to retroactively add hours. It would be great to actually be able to add people to roles within an opportunity for hours they have completed over the last several years. Or at least be able to enter sc...
3 months ago in 5. Attendance Tracking & Hours Worked (VMS) / 7. Reporting & Data Visualization (VMS) 0 Under Consideration

Process Partial Refunds

Add the ability to refund only part of the transaction and not the entire transaction amount.
over 2 years ago in Payments 8 Not Prioritized