NEW FEATURE REQUEST

Pinned feature request

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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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PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
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All Requests

Showing 762 of 762

Bulk update interaction custom fields

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.
9 months ago in Bulk Update 0 Not Prioritized

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.
over 2 years ago in Timeline 0 Not Prioritized

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
over 2 years ago in Import / Relationship & Households 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.
6 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Create new organization contacts when using BCC Bloomerang to track a communication with an employee

Create new organization contacts when using BCC Bloomerang to track a communication with an employee. For example, the system could recognize the domain matches an existing organization constituent, create a constituent for the employee, and relat...
8 months ago in Donor Communications / Profile 0 Not Prioritized

Rename an import template

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.
8 months ago in Import 0 Not Prioritized

Link appeals to specific campaigns

Link appeals to specific campaigns so that when entering a gift you only see relevant appeals after you select the campaign.
8 months ago in Custom Data 0 Not Prioritized

Add a program management solution

Add a program management solution to the platform. Example capabilities: Track program fees separately from donations Track program participants Manage programmatic events, scheduling, and attendance
8 months ago in Platform (general) 0 Not Prioritized

Import tasks

Import tasks from a csv so that you can organize your cultivation plans in a spreadsheet instead and add them all at once instead of in batches or one-by-one.
over 1 year ago in Import 3 Not Prioritized

Mark whether a phone number is bad/inactive

Mark whether a phone number is bad so that you can hang onto old contact information without accidentally thinking it's still good or jotting it down in a timeline note.
over 1 year ago in Profile 0 Not Prioritized