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
Share feedback 11
PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
Share feedback 2

All Requests

Showing 508

Limit a standard user to only see the constituents they're assigned to

Option to limit a standard user to only see the constituents they're assigned to. Example: A fundraiser could only see the 150 prospects in their portfolio.
over 2 years ago in Users 1 Not Prioritized

Option to give a standard user access to accounting/payments features

Option to give a standard user access to accounting features so you don't have to promote them to an Admin, set up scheduled reports, or do work for them. Example features might include: Accounting integrations Payment processing Payouts
over 2 years ago in Users 2 Not Prioritized

Option to consolidate split payments in tax summaries

Option to consolidate split payments in tax summaries for situations where donors just need payment details and don't want to see details about how each split was designated.
over 1 year ago in Tax Summaries 0 Not Prioritized

Show membership level descriptions on membership forms

Show membership level descriptions on membership forms
over 1 year ago in Online Fundraising 0 Not Prioritized

Membership program dashboard

Membership management dashboard focused on insights, data visualizations, and calculations (like retention) relevant to your membership program.
over 1 year ago in Reporting 1 Not Prioritized

Email series templates for membership renewal reminders

Email series templates for membership renewal reminders
over 1 year ago in Email 0 Not Prioritized

Ability to add native fields into Constituent Forms to track things like Gender, Birthday, Employer, etc

I don't want to duplicate work in Custom Fields when these native fields in Bloomerang are already there, and I'd like this information to automatically fill into those native fields, not in the Custom Fields.
over 2 years ago in Forms 0 Not Prioritized

Users should be able to tell which permissions they have

Make it easier for users to identify if they're an Admin or standard user, let standard users see which specific permissions they do and don't have, and clearly indicate who a user can contact in their team to get their access changed.
almost 3 years ago in Users 0 Not Prioritized

Phone Number Default

Make the primary default phone number type "mobile" instead of "home" since the majority of individuals no longer use home phones.
about 3 years ago in Profile 3 Not Prioritized

Increase character limit for custom fields

We are trying to capture the details of contacts in our interaction custom fields and it is character limited, but the Note field allows us to leave any number of characters. We want the custom fields with text to fill unlimited characters.
over 1 year ago in Custom Data 0 Not Prioritized