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NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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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Showing 919

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.
about 1 year ago in Transactions 1 Not Prioritized

Combine two volunteer accounts into one

I have some volunteers who added their account after I submitted their historical data (which created its own account), so now I have some hours in one profile, but not in the one the volunteer is actively using. It would be helpful to be able to ...
over 1 year ago in 2. Qualifying, Screening, & Records (VMS) 2 Under Consideration

Adding multiple tributes to a single gift

We often have donors who give one gift and ask for multiple tributes. It would be helpful if we could assign multiple tributes to one gift. As of now, I am either splitting the gift or creating a tribute with two names. When I go to pull gifts by ...
over 2 years ago in Transactions / Tributes 5 Not Prioritized

Review which import rows will create new constituents vs update existing constituents

Better support for troubleshooting and correcting information when constituents in the import file don't match an existing constituent record.
almost 3 years ago in Import 3 Not Prioritized

App username and passcode autopopulation

the app needs to have an autopopulation of username and passcode. lots of volunteers are older and have a hard time entering that information repeatedly
over 1 year ago in Mobile App: Bloomerang Volunteer (VMS) 1 Under Consideration

Add volunteer satisfaction survey

It would be so awesome to have a volunteer survey that organizations could use each year and benchmark against each other.
5 months ago in 4. Engagement (VMS) 0 Under Consideration

I would like to see transaction Revenue instead of Raised on the Main Dashboard

We track fundraising success based on revenue and not raised. We would rather have the option to show the actual dollars during the time period listed and not only the raised amount.
over 2 years ago in Home Dashboard 2 Under Consideration

Tag Synch from Volunteer to Donor

We need to be able to have tags in the volunteer system synch with the donor system. Right now we have to export and import from each sytem weekly and it's a big waste of time.
7 months ago in VMS Integrations & API 0 Under Consideration

Groups - Ability to add number of participants by date instead of by group

We have regular groups that visit every week. Instead of adding the same group as multiple entries, it would be helpful to be able to add the total volunteers committed to the "Group Hours Worked" by date for proper calculations. The same group ma...
7 months ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Exclude No-Shows from Post-Shift Automations

Not sending thank you emails to volunteers who do not show up. We are having volunteers try to use their "Thank You for volunteering" emails as confirmation for hours worked (that they didn't actually work).
5 months ago in 4. Engagement (VMS) 0 Under Consideration