NEW FEATURE REQUEST

Pinned feature request

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PINNED Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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PINNED 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 ...
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All Requests

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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.
11 months ago in Home Dashboard 4 Under Consideration

Import recurring payments

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

Recurring tasks for administrative work

Set up recurring to-dos not related to a specific constituent in order to easily stay on top of ongoing, internal administrative processes like data scrubbing, reporting, etc.
over 2 years ago in Task Management 3 Not Prioritized

Edit Profile Data on Claimed Accounts

Admins should be able to update anything on a volunteer!!!! We do not allow our volunteers to update their information so we as Admins need to do it.
3 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

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

Auto-generated email Notifications to Admins for completed applications

We would like to know when an application has been completed - and for us to receive all of the answers to their questions. When we have Form Questions/Application for them to complete, and they complete and submit it, we would like to get their c...
27 days ago in 4. Engagement (VMS) 0 Under Consideration

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.
over 2 years ago in Transactions 9 Not Prioritized

Move volunteer from one shift to another

Can you add a feature to move a volunteer from one date/time shift to another date/time shift. Right now it is a 2 step process of unscheduling the volunteer and then going to roster mode to schedule the new date and time.
6 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Improve group list navigation (search, sort, folders)

Make it easier to find specific groups
10 months ago in Groups 3 Not Prioritized

Easier way to move constituents from one group to another

Easier way to move constituents from one group to another, for example updating someone from "Board Member" to "Former Board Member"
10 months ago in Groups 0 Not Prioritized