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
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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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All Requests

Showing 868

List upcoming pledge installments in letters and emails

List upcoming pledge installments in letters and emails so that you can communicate with a donor about all their upcoming payments.
12 months ago in Donor Communications 0 Not Prioritized

Download a monthly callendar of schedules per opportunity

I want to download our monthly calendars for each of our opportunities in a way that looks like a calendar and not a spreadsheet.
4 months ago in 7. Reporting & Data Visualization (VMS) 1 Under Consideration

Combine two volunteer accounts into one

I have some volunteers who added their account after I submitted their historical data (which created its own account), so now I have some hours in one profile, but not in the one the volunteer is actively using. It would be helpful to be able to ...
over 1 year ago in 2. Qualifying, Screening, & Records (VMS) 2 Under Consideration

Tell that a pledge is written off from the timeline

When looking at the timeline of a constituent - a written off pledge still shows the original pledge balance rather than the balance after write-off. This is deceiving unless you actually go into the transaction and see it has been written off.
about 1 year ago in Timeline 0 Not Prioritized

Set up some custom fields to only be available for Organization type constituents

Set up some custom fields to only be available for Organization type constituents so that you don't have to see those empty fields on an individual constituent's profile.
almost 2 years ago in Custom Data 4 Not Prioritized

Improve task reminder tools

Make it easier to keep track of your current, upcoming, and overdue tasks.
about 3 years ago in Task Management 9 Not Prioritized

Bulk SMS Text Volunteers

It would open up another way of communication and improve the efficiency of that communication being able to send one message out to all the profiles in our organization.
5 months ago in 4. Engagement (VMS) 1 Under Consideration

Automatically update communication restrictions when a constituent is marked as deceased

If I mark a constituent's status as deceased, it should make the mailing status match. If I mark the primary address as bad address, it should update the mailing status.
over 1 year ago in Donor Communications / Profile 1 Not Prioritized

Volunteers stay signed in the app

Volunteers would like to not have to sign in every time they open the app. Can they remain logged in for a period of time without having to log in every time?
3 months ago in Mobile App: Bloomerang Volunteer (VMS) 0 Under Consideration

Sort related constituents alphabetically by last name or sort name

Sort related constituents alphabetically by last name or sort name so you can more easily skim the list.
almost 2 years ago in Relationship & Households 2 Not Prioritized