NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

Showing 835

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.
over 2 years ago in Import 1 Not Prioritized

Option to Allow Event Attendees to Register Separately from Purchasing a Ticket

Optionally allow event participants to purchase tickets separately from registering. This drives increased ticket purchases by reducing the number of steps when purchasing tickets. Donors who are buying multiple tickets no longer have to fill out ...
about 2 years ago in Event management 1 Not Prioritized

Don't show potential duplicate matches between and individual and organization when they have an employee/employer relationship

We are receiving hundreds of possible duplicate between an individual and an organization because they match on a shared item like phone number, address, email that is listed in both. Many of our constituents are employees of businesses we work wi...
9 months ago in Merge Duplicates 0 Not Prioritized

Create a notificant on the Tribute page

Imagine if there were a way to set up a new notificant record from right on the Tribute page - a shortcut to add just the most relevant information like: First and Last Name Contact info (likely address or email) Constituent status (if you don't w...
over 2 years ago in Tributes 2 Not Prioritized

Save changes on the constituent profile without scrolling to the top of the page

Save changes on the constituent profile without scrolling to the top of the page
over 1 year ago in Profile 2 Not Prioritized

Default the Address, Email, and Phone types for new Organization constituents to "Work" instead of "Home"

When you create an organization constituent, you shouldn’t have to manually change the contact information from “Home” to “Work”.
over 2 years ago in Profile 3 Not Prioritized

Broader Browser Support - Expanding VMS compatibility to Microsoft Edge/additional browsers

Expanding the VMS system's compatibility to include additional browsers would make it more user-friendly for the diverse generations of volunteers who use the system to sign up for volunteering.
3 months ago in Bloomerang Volunteer 0 Under Consideration

Attach files to a constituent profile

Upload a file attachment to a constituent without linking it to a transaction, interaction, or timeline note.
almost 2 years ago in Profile 2 Not Prioritized

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.
9 months ago in Transactions 0 Not Prioritized

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.
about 1 year ago in Profile 2 Not Prioritized