NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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All Requests

Showing 919

Have payments inherit custom field values from their parent schedule

Have payments (pledge, recurring, membership) inherit custom field values from their parent schedule
about 1 year ago in Transactions 2 Not Prioritized

Create a recurring schedule that will be split across multiple funds/campaigns/etc

Currently, you can create multiple schedules with distinct funds, campaigns, and appeals. If the schedules have autoprocessing set up, donors are charged one payment, which is tracked as a split payment. If the schedules don't have autoprocessing,...
about 1 year ago in Transactions 2 Not Prioritized

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.
about 1 year ago in Donor Communications 0 Not Prioritized

Copy Questions from one opportunity to a new opportunity

I am adding a new opportunity that has a few questions that need to be asked that are in another opportunity. They are not organization level questions, so they do not apply at the organization level. Please add this feature as you have copy capab...
about 2 months ago in 1. Recruitment (VMS) 0 Under Consideration

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.
6 months ago in 7. Reporting & Data Visualization (VMS) 1 Under Consideration

volunteer multiple email addresses

Allowing volunteers to have multiple email addresses would be very helpful because when volunteers are in bloomerang donor with multiple emails and then are later added to donor with one email it becomes an annoying issues of them no longer syncin...
8 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Record Mileage and other Numerical Values

Many organizations have drivers as volunteers who can report their mileage as a tax write-off at the end of the year. Although there are workarounds, it would be nice to have Volunteers to be able to self-report via a field in their app that lets ...
11 months ago in 5. Attendance Tracking & Hours Worked (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

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.
over 1 year ago in Timeline 0 Not Prioritized

Select Groups when adding a new constituent

It would be very helpful to be able to select the appropriate group for a new constituent when you are entering the data. As it is right now, you have to go into profile after the data is entered and then go down and select the group. It's hard to...
over 2 years ago in Groups / Profile 0 Not Prioritized