NEW FEATURE REQUEST

Pinned feature request

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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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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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All Requests

Showing 508

Save bulk delete list criteria & list of what data will be deleted

Please create the function to both save the criteria used in mass deletes, and also add the option to export the mass delete report with customizable output columns before or after deleting.
over 2 years ago in Bulk Delete 0 Not Prioritized

Merging "opted out" of email interests

When merging duplicate constituent records, I noticed that under Communication Restrictions, a "Do Not Mail" restriction was carried over from one profile to another, but an "Opted Out" under Email Interests was not. This should be a field that ta...
over 2 years ago in Merge Duplicates 2 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

Add "group by" view for multi-select columns to only show single values

In reporting, users can group by a column. Column types where multiple values may be associated with a constituent will group by the various, multiple combinations of those values. Some users do not want all of the combinations and instead want a ...
about 1 year ago in Column Data / Groups 0 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...
about 2 years ago in Relationship & Households / Timeline Management 0 Not Prioritized

Detach a payment from a schedule

Detach a payment from a schedule (pledge, recurring donation, or membership) so that it can be treated as a one-off donation or linked to a different schedule.
about 1 year ago in Transactions 0 Not Prioritized

Ability to add more than one fundraiser per transaction

Often times we have more than one fundraiser per transaction. It would be nice to be able to select multiple fundraisers on the new function rather than just one.
6 months ago in Transactions 0 Not Prioritized

Different timeline icons for email and mass email

It would be great if the icons were different colors to indicate a mass email vs a regular email.
about 3 years ago in Timeline 0 Not Prioritized

Accept $0 membership sign-ups online

Is it possible to create a membership program with the level amounts set to zero? We are offering free membership to a few counties in KY but the transaction will not process on the online form unless the amount is greater than zero.
about 1 year ago in Online Fundraising / Transactions 0 Not Prioritized

Import split payments

Currently split payment transactions cannot be imported using Bloomerang Data Tools. This forces all split payment transactions to be input one at a time by hand which is painstakingly time consuming. Please make it possible to import split payments.
over 2 years ago in Import 1 Not Prioritized