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.
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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...
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All Requests

Showing 502

Gifted memberships

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

Group relationships into categories

As we continue to add "relationships" with some of our constituents who are Universities, we would like to reorganize the relationships so that employees are together, and our Fellow cohorts are together.
10 months ago in Relationship & Households 0 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...
over 2 years ago in Search 3 Not Prioritized

Deactivate groups

Ability to deactivate a group so you can retain it but reduce screen clutter on the group list page.
7 months ago in Groups 1 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.
about 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized

Filter the duplicate list to a specific kind of match criteria

It might be easier to work through a large list of duplicates if you could focus on a particular kind of duplicate to work through in a batch. Possible filters might include: Only email matches strong matches recent matches where one of the consti...
almost 2 years ago in Merge Duplicates 0 Not Prioritized

Ability to replicate values from one custom field when creating another custom field

It would be very useful to be able to save lists that we could choose from when creating custom fields. For example, I will use the same list for "point of contact" in many different sections and custom fields. It would be nice to not have to type...
7 months ago in Custom Data 0 Not Prioritized

Customize donor survey segment/audience

We would like to be able to email surveys to specific groups of donors in addition to using the first time donor survey, the existing donor survey, etc. For example, we're interested in learning more from local vs. long-distance donors, donors who...
over 2 years ago in Engagement Surveys 0 Not Prioritized

Nested campaigns

Allow campaigns to be nested under "parent" campaigns. For example, I have a 2024 Annual Fund goal, and I would like to add individual campaigns (Spring Campaign, Year-End Campaign) that roll up into the total for the 2024 Annual Campaign. This is...
10 months ago in Calculation and Analysis Tools / Custom Data 0 Not Prioritized

Add a child sponsorship management solution

Add a child sponsorship management solution to the platform.
10 months ago in Platform (general) 1 Not Prioritized