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 831

Add Latest Interaction Date and Info as a report column

I need to be able to see when my last interaction was with a constituent when I'm viewing various reports. This information may be helpful in providing next touchpoint guidance, allow me to prioritize which constituents need some new communication...
6 months ago in Calculation and Analysis Tools / Column Data 1 Under Consideration
144 VOTE

Autofill City and State based on Zip Code

More quickly and accurately enter address information.
over 2 years ago in Profile 2 Not Prioritized

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.
3 months ago in Platform (general) 1 In Progress

Add Organization Volunteers from the Opportunity Level

The ability to add volunteers to an opportunity who have accounts but have never signed up for an opportunity. Volunteers who have signed up to the organization but have never signed up for an event are not accessible to manually add to events. Th...
6 days ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

Visual schedule per opportunity

It would be nice to be able to pull a report for each opportunity that lists the volunteers' names and their scheduled role on one page, almost like a summary, so that it is easier to track during each event. We do not do a digital "check-in," we ...
7 days ago in 7. Reporting & Data Visualization (VMS) 1 Already exists

Age and gender requirements for opportunities.

I have volunteer opportunities that are only open to 18+ and others that are only available to 12+. I would love to see that when a volunteer puts their birthdate on the registration form, for a pop up to happen that would allow my organization to...
7 days ago in 2. Qualifying, Screening, & Records (VMS) 1 Under Consideration

Export reports in different formats (.xlsx, .csv, .pdf, etc.)

There are various formats in which I need to export my reports, and it's a time-consuming process to export in one format and convert it to another.
5 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 4 Under Consideration

Move a transaction and payment method to another constituent

Note: The root issue for most of the requests seems to be payments made through online forms on behalf of an organization. If that's your case, too, please check out Move a transaction and payment method to another constituent and upvote that firs...
8 months ago in Payments / Transactions 3 Not Prioritized

Update all salutation name fields when changing a constituent's name

It would be useful when you make a spelling change to the constituent name that it would update in all the other name fields (formal name, envelope name etc)
over 1 year ago in Profile 2 Not Prioritized

Show Relationship Note in the list of Relationships

When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
4 months ago in Relationship & Households 2 Not Prioritized