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 Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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All Requests

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Process Partial Refunds

Add the ability to refund only part of the transaction and not the entire transaction amount.
almost 3 years ago in Payments 9 Not Prioritized

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

Consolidate the different timeline views

Eliminate the need to switch between "Timeline View" and "List View" in order to see relevant information.
over 1 year ago in Timeline 1 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

📱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.
about 1 year ago in Mobile App 0 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

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

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

Import relationships

A way to create relationships between constituents based on data in an external file (eg when onboarding from a legacy CRM system) Either: When importing new constituents, indicate how they should be related to existing constituents in your databa...
over 3 years ago in Import 1 Not Prioritized