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NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
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.

All Requests

Showing 759 of 759

Flexible options in the gender field

Collecting a constituent's gender isn't a commonly used data point for most fundraisers - but for those who do find it useful, you often need more flexible options than just "male" and "female". This idea would free up the Gender options either by...
about 2 years ago in Profile 8 Not Prioritized

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...
over 2 years ago in Import 1 Not Prioritized

Create non-donor surveys with custom audiences and questions

Create non-donor surveys with custom audiences and questions to analyze other kinds of constituents like board members, volunteers, program participants, etc.
5 months ago in Engagement Surveys 1 Not Prioritized

📱Scan checks for data entry in Bloomerang

Using the smart phone camera and Bloomerang mobile app, scan checks to streamline data entry of check donations in Bloomerang.
8 months ago in Mobile App 0 Under Consideration

Send tribute notificant acknowledgements by email

Send tribute notificant acknowledgements by email so you can automate the acknowledgements and don't have collect addresses or print physical letters.
over 1 year ago in Email / Tributes 1 Not Prioritized

See Donor Groups in the constituent header or summary

See Donor Groups in the constituent header so you don't have to check on the Profile page to see if someone is New, Lapsed, etc.
over 1 year ago in Groups / Summary & Header 0 Under Consideration

Connect opportunity calendar with business or personal calendar.

It would be useful to see all the opportunity calenders on my business calendar to see all the opportunities and when the volunteers are scheduled in one place as well as the ability to share it with
28 days ago in VMS Integrations & API 0 Under Consideration

change wording on roles screen

in an opp w multiple roles, it currently says “select the roles you would like to work” - can I change that to say “select all roles you might be interested in” - volunteers are annoyed and confused and do not understand what these roles mean to b...
28 days ago in 1. Recruitment (VMS) 0 Under Consideration

Track County as part of a constituent's address

Some of our employees utilize counties when they are plotting out their constituent visits. It's helpful to know what county a city is in when doing this.
8 months ago in Profile 1 Not Prioritized

Track intended payment method on schedules (pledges, recurring, membership) rather than just autoprocessing method

Currently when you create a schedule the Method field indicates whether you want the system to automatically process the payments. The options are none, EFT, and Credit Card. If you select EFT or Credit Card you are required to input the payment d...
4 months ago in Transactions 0 Not Prioritized