NEW FEATURE REQUEST

Pinned feature request

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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PINNED Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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All Requests

Showing 503

Move a transaction and payment method to another constituent

Note: The root issue for most of the requests seems to be payments made through online forms on behalf of an organization. If that's your case, too, please check out Move a transaction and payment method to another constituent and upvote that firs...
8 months ago in Payments / Transactions 2 Not Prioritized

Add option to create relationship in the merge duplicates tool

Add option to create relationships in the merge duplicates tool, e.g. employer and employee, husband and wife
3 months ago in Merge Duplicates 0 Not Prioritized
132 VOTE

Option to require custom fields for specific online forms, without having them be required for manual entry

Currently, constituents do not need to fill out custom fields to submit a form. And oftentimes an organization wants a field to be required for a specific form, but not for all their constituents or transactions. Adding the option to make custom f...
over 2 years ago in Forms / Online Fundraising 6 Not Prioritized
107 VOTE

Better workflow when household member becomes deceased

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
about 2 years ago in Relationship & Households 5 Not Prioritized

Improve letter list navigation (search, sort, folders, deactivate)

Improve letter list navigation (search, sort, folders) so that you can organize and find letters easily.
over 1 year ago in Donor Communications / Letters 5 Not Prioritized

Export multi-line addresses as separate columns for mailhouses

Export multi-line address blocks in a way that's easy for a mailhouse to handle. Maillhouses often ask their customers to split the addresses into multiple columns before sending a file to them.
over 2 years ago in Reporting 15 Not Prioritized

Maiden Name or Alias field to check when searching

A way to track other names a constituent might use (such as maiden name or nickname) so you can search for the person more easily.
over 2 years ago in Search 5 Not Prioritized

Brand fonts for emails

Brand fonts for emails Note: This idea is split from fonts for letters because of different technical restrictions on how fonts display in email inboxes vs what's possible with print media. To vote for more fonts in letters, please see this idea: ...
8 months ago in Email 0 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
6 months ago in Bulk Update / Relationship & Households 3 Not Prioritized

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
over 1 year ago in Profile 5 Not Prioritized