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NEW FEATURE REQUEST

Pinned feature request

PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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All Requests

Showing 806

Don't show potential duplicate matches between and individual and organization when they have an employee/employer relationship

We are receiving hundreds of possible duplicate between an individual and an organization because they match on a shared item like phone number, address, email that is listed in both. Many of our constituents are employees of businesses we work wi...
8 months ago in Merge Duplicates 0 Not Prioritized

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 ...
over 1 year ago in Timeline 1 In Progress

Import recurring payments

Connect imported transactions to existing recurring gift schedules so they're categorized as recurring payments (rather than donations).
over 2 years ago in Import 2 Not Prioritized

Backdate the start date for recurring donation schedules

Backdate the start date for recurring donation schedules so that you can track schedules that were started before the day you entered them in the CRM.
7 months ago in Transactions 0 Not Prioritized

Import pledge payments

Connect imported transactions to existing pledges so they're categorized as pledge payments (rather than donations).
over 2 years ago in Import 6 Not Prioritized

Ability to add soft credits on recurring donation payments (vs just schedules)

When a donor sends regular recurring payments through their donor advised fund, you should be able to both track that it's a recurring gift and give soft credit to the person who influenced the gift.
about 2 years ago in Transactions 8 Not Prioritized

Notify me when a donor has died.

Please notify me when Bloomerang has marked a donor 'deceased' so that I can verify the information.
over 1 year ago in Profile 0 Not Prioritized

Admin approval for volunteers adding remote hours

Some of our volunteers work remotely and their volunteer work is flexible and varying week to week. Some examples of these roles are our events committee, uploading photos and medical records to our cat software, board members, off-site adoption c...
9 months ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Flexible options in the gender field

Collecting a constituent's gender isn't a commonly used data point for most fundraisers - but for those who do find it useful, you often need more flexible options than just "male" and "female". This idea would free up the Gender options either by...
over 2 years ago in Profile 8 Not Prioritized

See full transaction list from constituent's record

Easily see a full list of all transactions for a constituent, without juggling the timeline and list views, or creating a report query.
about 2 years ago in Timeline 3 Not Prioritized