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 918 of 918

Bulk complete tasks

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
almost 3 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized

Letter Page Breaks

It would be extremely helpful to be able to include page breaks in multiple-page letters. Currently, I have to add extra spaces...and it is still not perfect. For example, if a constituent has a 2-line address vs. 3 lines, it can change the positi...
almost 3 years ago in Letters 4 Not Prioritized

Master View of everyone currently checked-in to volunteer on one screen

At the end of the day, I have to currently log in to each shift and manually check if someone is still logged in. On a busy, day, like Mondays this may be up to 7 different shifts across multiple opportunities. I would like to have a master list o...
7 months ago in 5. Attendance Tracking & Hours Worked (VMS) 1 Under Consideration

See a constituents primary address in the search preview

See a constituents primary address in the search preview so it's easier to distinguish people with similar names.
12 months ago in Search 0 Not Prioritized

Option to send an acknowledgement email when creating a split payment

Option to send an acknowledgement email when creating a split payment. Currently, the available communication workflows are: Send an email or letter from Communications Send an acknowledgement letter when creating a split payment (available for ea...
10 months ago in Transactions 1 Not Prioritized

Multifactor authentication options (MFA)

Additional multifactor authentication options, beyond the existing two factor authentication (2FA). Examples might include: Authenticator app or SMS
about 2 years ago in Users 5 Not Prioritized

Create a constituent in the search results box

I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
about 3 years ago in Search 5 Not Prioritized

Preview phone number formatting before saving new number

When you add a phone number, the system automatically formats the number like (xxx) xxx-xxxx. However, you can't see the formatting before you save. This idea would let you preview the formatting as you enter a new number, which could make data en...
10 months ago in Profile 0 Not Prioritized

Bulk update constituents to be head of household

Bulk update constituents to be head of household
10 months ago in Bulk Update 0 Not Prioritized

Mobile friendly website

I work from my office iPhone frequently, and it is very frustrating that the website is not mobile friendly. Although I am able to log into it from my phone web browser, the website does not adapt to the format of a phone well and is very clunky t...
3 months ago in Bloomerang Volunteer 0 Under Consideration