NEW FEATURE REQUEST

Pinned feature request

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PINNED 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...
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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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All Requests

Showing 98

Do not send email when hours added for volunteer

When we add hours worked for a volunteer we do not necessarily want or need to send them an email. Would be nice to have a setting in the volunteer profile to suppress sending the email.
5 months ago in 5. Attendance Tracking & Hours Worked (VMS) 1 Released

Default the "Send an acknowledgement now" selection to No

Default the "Send an acknowledgement now" selection to No
3 months ago in Transactions 0 Released

Insert a logo in tax summaries

Insert a logo in tax summaries so the design reflects your organization's branding.
8 months ago in Tax Summaries 0 Released

Create a tribute during gift entry

Create a new tribute record without leaving the new donation gift entry workflow.
over 2 years ago in Transactions 1 Released

Built in support to assign a portfolio of donors to a user

Easily track which donors are assigned to which team members, without setting up custom fields.
about 2 years ago in Profile 1 Released

Add EIN to year end tax summary

It would be useful to include our EIN under our company name and address because this is a best practice for donor donation records.
11 months ago in Tax Summaries 0 Released

Add "Notificant Name(s)" merge field to transaction letters

Create an easier way to tell donors who you're sending notificant acknowledgement letters to (so that you don't have to track notificants as a soft credit or in custom fields).
over 2 years ago in Donor Communications 1 Released

New channels for virtual interactions

We're adding two new channels to interactions and tasks "Video Call" for 1-1 or small group conversations that happen over Zoom, Meet, or similar video conferencing tools "Webinar" for 1-to-many conversations you have with constituents like online...
over 2 years ago in Timeline 3 Released

Send One-Off Donation Receipts from the Profile

After manually adding a donation in Bloomerang, send a one off email receipt directly from the transaction on the donor's profile.
over 2 years ago in Online Fundraising 4 Released

Built-in support for membership-based giving programs

Improve the functionality to define membership levels, online forms for members to sign up easily, and track renewal dates automatically.
about 2 years ago in Profile 7 Released