NEW FEATURE REQUEST

Pinned feature request

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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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PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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All Requests

Showing 868

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

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.
over 1 year ago in 1. Recruitment (VMS) 0 Under Consideration

Import recurring payments

Connect imported transactions to existing recurring gift schedules so they're categorized as recurring payments (rather than donations).
about 3 years ago in Import 2 Not Prioritized

Import pledge payments

Connect imported transactions to existing pledges so they're categorized as pledge payments (rather than donations).
about 3 years ago in Import 7 Not Prioritized

Donor pyramid data visualization

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.
7 months ago in Relationship & Households 1 Not Prioritized

Map of event in VMS

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...
3 months ago in 3. Scheduling & Placement (VMS) 0 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...
about 3 years ago in Import 1 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)
over 1 year ago in Profile 1 Not Prioritized

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...
3 months ago in Calculation and Analysis Tools 0 Not Prioritized