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 504

Ability to add more than one fundraiser per transaction

Often times we have more than one fundraiser per transaction. It would be nice to be able to select multiple fundraisers on the new function rather than just one.
about 1 month ago in Transactions 0 Not Prioritized

Current Year To Date Tax Summary

It is very useful to us to have a year to date tax summary available on each donor's profile, in addition to the previous few years. This exists in Kindful, but doesn't in Bloomerang (we just converted from KF to BL). We send current year tax summ...
5 months ago in Tax Summaries 0 Not Prioritized

Set up some custom fields to only be available for Organization type constituents

Set up some custom fields to only be available for Organization type constituents so that you don't have to see those empty fields on an individual constituent's profile.
over 1 year ago in Custom Data 3 Not Prioritized

Automatically update communication restrictions when a constituent is marked as deceased

If I mark a constituent's status as deceased, it should make the mailing status match. If I mark the primary address as bad address, it should update the mailing status.
about 1 year ago in Donor Communications / Profile 1 Not Prioritized

Import email interests/unsubscribe/opt-out preferences

An efficient way to update constituents' email interests and opt out requests based on information in a spreadsheet.
over 2 years ago in Import 6 Not Prioritized

Improve task reminder tools

Make it easier to keep track of your current, upcoming, and overdue tasks.
almost 3 years ago in Task Management 9 Not Prioritized

Sort related constituents alphabetically by last name or sort name

Sort related constituents alphabetically by last name or sort name so you can more easily skim the list.
over 1 year ago in Relationship & Households 1 Not Prioritized

Mark whether a phone number is bad/inactive

Mark whether a phone number is bad so that you can hang onto old contact information without accidentally thinking it's still good or jotting it down in a timeline note.
over 1 year ago in Profile 0 Not Prioritized

Ability to add native fields into Online Fundraising forms

Ability to add native fields into Online Fundraising forms so you don't need to create a custom field to collect information. examples: job title, name title, birthday, employer
9 months ago in Online Fundraising 0 Not Prioritized

Select Email Interests when adding a new constituent

Currently, we can't customize email interests when setting up a new constituent. Adding the ability to modify email interests on the setup page would eliminate the additional steps currently needed to do so. The Bloomerang default is to "opt in" t...
over 1 year ago in Profile 1 Not Prioritized