NEW FEATURE REQUEST

Pinned feature request

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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
Share feedback 10
PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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All Requests

Showing 508

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
10 months ago in Constituents / Transactions 0 Not Prioritized

Delete tributes

A tribute made in error or similiar to another tribute, such as a middle initial included, cannot be deleted. I am suggesting that tributes be able to be deleted from the Tribute list if they are created in error or a duplicate or an unused tribute.
over 2 years ago in Tributes 3 Not Prioritized

Letter Page Breaks

It would be extremely helpful to be able to include page breaks in multiple-page letters. Currently, I have to add extra spaces...and it is still not perfect. For example, if a constituent has a 2-line address vs. 3 lines, it can change the positi...
over 2 years ago in Letters 3 Not Prioritized

Gifted memberships

Way for a person to pay for a membership, but gift the membership benefits to a friend.
about 2 years ago in Transactions 1 Not Prioritized

Create a constituent in the search results box

I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
almost 3 years ago in Search 4 Not Prioritized

The Date of a membership schedule should be based on the Start Date, not Created Date

It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
about 1 year ago in Timeline 1 Not Prioritized

Ability to add soft credits on pledge payments

Would like to have the ability to add soft credit on pledge payments
over 2 years ago in Transactions 1 Not Prioritized

Bulk update constituents to be head of household

Bulk update constituents to be head of household
8 months ago in Bulk Update 0 Not Prioritized

Rename an import template

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.
over 1 year ago in Import 0 Not Prioritized

Bulk complete tasks

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
over 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized