NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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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

Donor Comments on Crowdfunding Pages

Allow for donor engagement through comments on crowdfunding pages so that fundraising can be interactive, engaging, and fun.
about 3 years ago in Online Fundraising 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

View specific custom fields on the Constituent Dashboard and search results

It would be great to have the ability to customize the search screen results. There are several fields depicted, which is great, but others such as constituency or class years would be helpful when two or more constituents have the same name.
about 2 years ago in Search 0 Not Prioritized

Add Assigned Letter Field to Transaction Import

When importing transaction data from offline or third party sites, I would like to have access to the Bloomerang field under "Acknowledgements" called "Assign Letter" that shows up when you manually enter a donation. If I could add that field to m...
about 2 years ago in Import 0 Not Prioritized

Move the BCC email field up on Email Interactions

When you bcc an email to a constituent it creates a new interaction that says it's an email, has the subject in the preview, but then when you open the interaction the bcc'd email is at the very bottom after all of the custom fields. It would be m...
over 1 year ago in Timeline 0 Not Prioritized

Customize transaction columns in tax summary

I would like to add a column to the tax summary option for our tax letters. I always include 'appeal' on our tax letters so our donors can remember why they gave those donations (specific event, specific restricted fund, etc.). Unfortunately that ...
over 2 years ago in Tax Summaries 0 Not Prioritized

Include household Account Number in reports for individual constituents

This is useful for when I need to import information for constituents. We like to make sure spouses/people in the same household have the same solicitor and ask amount. If I make a household import upate, only the head of household is updated. So ...
about 3 years ago in Column Data / Relationship & Households 0 Not Prioritized

Export all addresses for a constituent without using the Database Export

Export all addresses for a constituent without using the Database Export so that you can send direct mail to all of a constituent's addresses.
about 2 years ago in Reporting 1 Not Prioritized

See preferred communication channel in the constituent header

See preferred communication channel in the constituent header so you don't have to check on the Profile page.
about 2 years ago in Summary & Header 0 Not Prioritized

See number of transactions on constituent summary

So we can see how many donations a donor has made as well as the total amount they have donated.
over 2 years ago in Summary & Header 0 Not Prioritized