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 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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All Requests

Showing 508

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

See System-defined static Groups in the constituent header or summary

See Static Groups in the constituent header so you don't have to check on the Profile page to see if someone is as a board member, former board member, volunteer, or staff.
over 1 year ago in Groups / Summary & Header 0 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
10 months ago in Merge Duplicates / Profile 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

Change custom field data type to Text

The ability to change the custom field type from Number to text would be great. I understand that the opposite might not be possible but from number to text won't hurt technically since you can safely convert number to text.
11 months ago in Custom Data 0 Not Prioritized

Import recurring schedules

Create new recurring schedules from an external file.
about 3 years ago in Import 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.
over 1 year ago in Platform (general) 0 Not Prioritized

Track auction sales

Track auction sales. Examples on how they're different from typical donations: Linked to an in-kind donation that was donated by someone else Tax deductibility calculated based on auction amount minus the fair market value of the item purchased
11 months ago in Transactions 0 Not Prioritized

More efficient way to apply the same soft credit to all splits in a split payment

Currently, you can soft credit different constituents for each split in a split payment. If all the splits need to be credited to the same constituent, this can be tedious and require double checking to make sure you didn't miss any splits. Having...
11 months ago in Transactions 0 Not Prioritized

Have payments inherit assigned letter from their parent schedule

Have payments (pledge, recurring, membership) inherit the assigned letter from their parent schedule.
11 months ago in Transactions 0 Not Prioritized