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.
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.
about 1 year ago
in Home Dashboard
4
Under Consideration
Smarter salutation name defaults when creating a new household
When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
We had a customer ask if VMS " had way for me to set up the layout of our festival grounds, so that I can set up all my volunteer locations on a map (sort of like seating locations), click on a volunteer position (say Gate A Entrance monitor), and...
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...
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)
Customize included/excluded transaction types from First, Largest, and Latest Transaction columns
This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...