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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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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.
One feature we’d find incredibly valuable would be insight analytics into volunteer engagement behaviors. Specifically, we would like to be able to: Track when and how often individual volunteers are checking the opportunity listings Understand wh...
Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
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...
I need to be able to create report filters and column data that have relative dates that are more flexible than the limited options currently available. For example, I need to create a report with columns that dynamically shows revenue for each of...
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...
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).
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...
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...
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.