NEW FEATURE REQUEST

Pinned feature request

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PINNED Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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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 504

View Notes without going to Edit View

When you click on an existing note, it takes you to a page to edit the note. It will be much more helpful if the note just popped up with the information. Of course you need to be able to edit the notes, but in a lot of cases you just want to quic...
about 1 year ago in Timeline 0 Not Prioritized

Alert when donor gets to a certain level or threshold

It would be nice to know when a donors giving reaches a certain level or threshold, such as $1,000 or $5,000 so I can send them a note.
about 1 year ago in Automation 0 Not Prioritized

Picking up where you left off

If I select Constituent 321 on page 7, e.g., to edit Profile, when I saved the edit I want to go back to where I left off. There is no back button to "page 7"; instead it takes me all the way back to page 1.
about 1 year ago in Platform (general) 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.
over 2 years ago in Users 0 Not Prioritized

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry. Examples: Preferred communication channel Do Not Mail preference Opted out of marketing emails
5 months ago in Transactions 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.
almost 3 years ago in Profile 2 Not Prioritized

Label the interaction with individual/organization name in timeline of household

Within the Household timeline of interactions there is the complied list of the interactions from each individual and organization in the timeline. By adding the name of the Organization or Individual to the interaction title automatically, then o...
over 1 year ago in Relationship & Households / Timeline Management 0 Not Prioritized

Make the constituent profile header stick to the top of the screen

Make the constituent profile header stick to the top of the screen so that you can always see the donor's name & key information even if you've scrolled further down the pate.
about 1 year ago in Summary & Header 0 Not Prioritized

Copy address from the profile header

A way to copy the full address from a constituent's profile header so that you can paste it in another place without needing to drag your cursor to select just the address.
about 1 year ago in Summary & Header 0 Not Prioritized

Import recurring schedules

Create new recurring schedules from an external file.
almost 3 years ago in Import 0 Not Prioritized