NEW FEATURE REQUEST

Pinned feature request

View all
PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
Share feedback 8
PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
Share feedback 4

All Requests

Showing 762 of 762

Configure the new constituent data entry screen to not display every field

Configure the new constituent data entry screen to not display every field so that you can more easily focus on the fields you want to fill out consistently.
8 months ago in Profile 0 Not Prioritized

Edit a constituent's sort name

Edit a constituent's sort name so that you can define where they should show up in a report that's sorted by sort name.
8 months ago in Profile 1 Not Prioritized

Enhanced filters and navigation for the import template list

Enhanced navigation for the import template list. Examples: See additional metadata like the most recent date the import template was used, who created it. Sort based on name, and other metadata Filter based on metadata
8 months ago in Import 1 Not Prioritized

Add a client/case management solution

Add a client/case management solution to the platform. Example capabilities: Track client-specific data like emergency contact person Client intake Conduct assessments Facilitate case planning Analyze progress and outcomes
8 months ago in Platform (general) 0 Not Prioritized

📱Mobile Activity Feed Filtering

We're considering adding filtering to the Activity Feed. That might mean that you'd be able to filter by campaign or fund for donations, or by activity type, or other criteria. What filtering options would you like to see on the Activity Feed? Ple...
over 2 years ago in Mobile App 4 Under Consideration

Search for constituents based on zip code

It is often useful to search a constituent by zip code, as other details of their record may be misspelled or not provided.
4 months ago in Search 0 Not Prioritized

Email automations based on Opportunity start date

Since Opportunities disappear from the Org home page after a volunteer signs up for the Opportunity, some of our volunteers have had a hard time navigating back to the Opportunity page to sign up for additional shifts. They also do not like the am...
4 months ago in 4. Engagement (VMS) 1 Under Consideration

Discount codes for membership sign ups

Offer potential members a discount code to get reduce the cost of their membership.
6 months ago in Online Fundraising / Transactions 0 Not Prioritized

Support processors other than Bloomerang Payments for membership forms

Support processors other than Bloomerang Payments for membership forms
6 months ago in Online Fundraising / Payments 0 Not Prioritized

Online membership renewals

Way for existing members to renew online without creating a new membership
6 months ago in Online Fundraising 0 Not Prioritized