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 866

View timeline as fiscal year versus calendar year

It would be great to be able to easily see a constituent's fiscal year giving versus calendar year giving in the timeline format.
almost 3 years ago in Timeline 2 Not Prioritized

Donors can donate to existing pledges through online forms

The ability for donors to apply their online donation (one time or recurring) to an outstanding pledge. This reduces the need for admin to go in and update online payments as pledge payments.
almost 3 years ago in Donation Forms / Online Fundraising 0 Not Prioritized

Delete a constituent with transactions

This idea would let you delete a single constituent and their transactions without deleting each transaction first. Without this, the most efficient way to delete a constituent with many historical gifts is by using the bulk delete feature.
over 2 years ago in Profile 2 Not Prioritized

Resizable text boxes

Resizable text boxes or a way to enlarge text boxes to better view information. This would especially be useful for notes & interactions. My nonprofit likes to copy and paste entire emails we have sent, but the box is so small. The text box I'...
over 2 years ago in Donor Communications / Timeline 5 Not Prioritized

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.
over 2 years ago in Payments 9 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.
over 1 year ago in Timeline / Transactions 0 Not Prioritized

Signup Deadlines on Shifts

Create a way for schedules to "fall off" or close one week prior to shift date. for example volunteers would not see or be able to sign up for shifts today or this week.
about 1 year ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

Indicate if tribute is also a constituent

Currently, tributes don't have to be constituents, which can be helpful if they aren't directly engaged with your organization (for example, an animal welfare organization may receive gifts "in honor of my dog Scout"). But when the person named in...
over 2 years ago in Tributes 1 Not Prioritized

Format letter envelopes

There is currently no way to format the envelope text in the Letters function. If you want the address in a different font (that matches the letter font, say) or you want the address block anywhere other than the exact middle, then you are out of ...
over 2 years ago in Donor Communications / Letters 0 Not Prioritized

Edit Internal Notes

Please add a way to edit internal notes. If we want to make any updates to a note without creating a big list to scroll through, we have to copy the old note, paste it to a new note, add our updates, then go back and delete the old note at the org...
7 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration