NEW FEATURE REQUEST

Pinned feature request

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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...
Share feedback 4
PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
Share feedback 8

All Requests

Showing 762 of 762

Streamline setting up an installment plan when creating a pledge

Streamline setting up an installment plan when creating a pledge so that you can more easily add pledges. Possible areas of friction: The majority of donors intend to make one payment, and don't have a specific date in mind. As a general rule of t...
4 months ago in Transactions 0 Not Prioritized

Ability to partially write off a pledge

Ability to partially write off a pledge so you can track that some payments are still expected but the full pledge amount won't be met.
4 months ago in Transactions 0 Not Prioritized

Process Partial Refunds

Add the ability to refund only part of the transaction and not the entire transaction amount.
about 2 years ago in Payments 5 Not Prioritized

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

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

Profile Merge in Bloomerang Volunteer

We would like to be able to merge multiple users with different emails into one Bloomerang Volunteer account.
9 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

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.
almost 2 years ago in Timeline 3 Not Prioritized

Add a relationship audit trail

ability to see the date created/modified and the user who created/modified a relationship. This information should be available in the application and in the data extract.
4 months ago in Relationship & Households 0 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.
almost 2 years ago in Transactions 7 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