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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
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...

All Requests

Showing 508

Deactivate groups

Ability to deactivate a group so you can retain it but reduce screen clutter on the group list page.
about 1 year ago in Groups 1 Not Prioritized

Bulk update interaction purposes

It would be amazing to be able to click through multiple emails and update the purpose and custom fields. I just sent a batch of bcc'ed emails - all were the same. And now I have to go to each profile to update each one manually.
over 1 year ago in Bulk Update 1 Not Prioritized

Option in tribute notificant letters to show donors' information in a table format

Option in tribute notificant letters to show donors' information in a table format.
about 1 year ago in Tributes 0 Not Prioritized

Save an import after the fields are mapped without running it

When doing an import, file 'clean up' is often necessary to make certain that all the data is imported correctly. It is often difficult to know what needs to be cleaned up until after all the field matching between the csv file and Bloomerang fiel...
over 1 year ago in Import 0 Not Prioritized

Digital membership card

It would be great if donors could receive a digital membership card in their donation confirmation either with a code, qr code, or barcode that stated their name, level of donation, and expiration date.
almost 3 years ago in Donor Communications / Email 0 Not Prioritized

Bulk delete selected addresses

Mass delete selected addresses so that you can remove information that is bad, have sloppy capitalization, typos, or inconsistent formatting, or that you no longer want to track.,
about 2 years ago in Bulk Delete 0 Not Prioritized

Change username

Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
about 2 years ago in Users 0 Not Prioritized

Customize the formula for recognition names for your organization

Customize the formula for recognition names for your organization so you can get the precise naming conventions you prefer without updating all the recognition names by hand or via an import.
about 2 years ago in Profile 0 Not Prioritized

See transaction check # in donation time line entry

It would be helpful to see the check number for a donation in the time line.
10 months ago in Timeline 0 Not Prioritized

See primary contact name in the constituent header

See primary contact name in the constituent header so you don't have to check on the Profile page.
about 2 years ago in Summary & Header 1 Not Prioritized