Include Integration Sync in the Logic for the Welcome Email Automation
The Bloomerang Donor Integration to VMS is two way, allowing Admins/Org Managers to quickly add Constituents/Volunteers to each system. When adding Constituent's to the Volunteer group in Bloomerang Donor, they are added to the Volunteer system an...
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 ...
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.
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.
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.
Chart showing the tiers of the donor pyramid (for example: small, mid-level, and major donors). Could include stats about the number of donors and dollars at each level, or click-through reports to a dynamic groups of constituents at each level.
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...
Ability to edit and organize Bloomerang template questions in the sign up form
The ability to reorder the Bloomerang required form questions to create a better application flow. And to be able to add more options to Bloomerang required questions such as gender.