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NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...

All Requests

Showing 762 of 762

Include Additional Information in Bloomerang Payout Reporting

What additional information would you like to see as part of your Bloomerang Payments Payout report? Some current ideas are refunds and campaigns.
about 2 years ago in Payments 9 Not Prioritized

Remember recent constituent searches between logins

Remember recent constituent searches between logins so that you can navigate to a constituent you'd been working on in a previous session.
4 months ago in Search 1 Not Prioritized

Open the constituent profile by default instead of the summary

Open the constituent profile by default instead of the summary so that you can efficiently view & edit the profile details without having to navigate to the profile as an extra step.
over 1 year ago in Summary & Header 0 Not Prioritized

See the status of a pledge or recurring schedule on the timeline

See the status of a pledge or recurring schedule on the timeline so you can quickly tell if it's current, overdue, or ended without navigating to the view details page.
8 months ago in Timeline / Transactions 0 Not Prioritized

Track lifetime memberships

Track lifetime memberships that never lapse using the membership management feature. This would let you can see whether someone is a lifetime member in the same places you'd see paying memberships.
5 months ago in Custom Data 0 Not Prioritized

Import pledges

Create a list of pledges from an external file.
over 2 years ago in Import 2 Not Prioritized

Option to send a single acknowledgement or payment receipt for split transactions

When a split transaction is processed, an email receipt is sent for each split. We have a number of donors who give a monthly recurring gift split between multiple funds, so they receive three emails or more for each donation every month. It would...
8 months ago in Automation / Payments 0 Not Prioritized

Select Email Interests when adding a new constituent

Currently, we can't customize email interests when setting up a new constituent. Adding the ability to modify email interests on the setup page would eliminate the additional steps currently needed to do so. The Bloomerang default is to "opt in" t...
about 1 year ago in Profile 1 Not Prioritized

More easily send a communication to specific organization contacts related to a specific organization

More easily send a communication to specific employees of a company (eg tag which contact should receive acknowledgements).
about 1 year ago in Donor Communications 0 Not Prioritized

Tax Summary PDF by Household

Providing the Prior Year Tax Summary PDF by household would allow for streamlined reporting and sending of tax receipts to donors. In many instances, households share finances and do not wish to have two separate emails sent to each individual wit...
almost 2 years ago in Tax Summaries 0 Coming Soon