NEW FEATURE REQUEST

Pinned feature request

View all
PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
Share feedback 5
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
Share feedback 11

All Requests

Showing 919

Schedule Real Time email messages so I can create a message on Saturday that I can schedule to send on Monday.

I would like to be able to schedule individual and bulk email communications to volunteer ahead of time, same as in outlook. So for example, I would create email(s) on a Friday or Saturday and I would schedule them to send the following week on a ...
about 1 year ago in 4. Engagement (VMS) 2 Under Consideration

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

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.
about 1 year ago in Search 0 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

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

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

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

Ability to add custom questions and custom question responses and reorder as desired

Usability of a form is key to the customers experience and impression of an organization. It would be helpful to be able to add custom fields and change the order including the order of the fields that are provided. For example, for address we wou...
3 months ago in 1. Recruitment (VMS) 0 Under Consideration

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