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NEW 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...
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 ...

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Add Notes Under Volunteers

Add a "Notes" feature similar to Donor system. Since we don't need to keep all volunteers in Donor, it would be helpful to have the ability to add notes in Volunteer as well as include an attachment. Then we can track if there was an issue or a co...
3 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Already exists

Shifts with No Time Slots

We have a few opportunities that are a general opportunity without a set time. Example: Volunteers sign up to wash beach towels and return to us. We may have 10 loads on a Friday. They can pick up whenever but once 10 people have signed up, we nee...
3 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration

📱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 3 years ago in Mobile App 4 Under Consideration

Track lifetime memberships

Track lifetime memberships that never lapse using the membership management feature. This would let you can see whether someone is a lifetime member in the same places you'd see paying memberships.
over 1 year ago in Custom Data 0 Not Prioritized

Add a program management solution

Add a program management solution to the platform. Example capabilities: Track and process program fees separately from donations, eg indicating they are not tax deductible Track program participants Manage programmatic events, scheduling, and att...
over 1 year ago in Platform (general) 0 Not Prioritized

Report column for has attachment

Description I need to know if a transaction, interaction, note, or task has an attachment when running a report.
about 2 years ago in Column Data / Reporting 2 Under Consideration

Face ID Recognition For App

Adding facial recognition to the app so volunteers don't have to re-sign in every time they open the app.
10 months ago in Mobile App: Bloomerang Volunteer (VMS) 0 Under Consideration

Convert a recurring donation payment to a pledge payment

When a donor sets up a recurring donation schedule, it would be really helpful to change the recurring donations to a pledge payment.
over 1 year ago in Transactions 0 Not Prioritized

Volunteers Adding notes to shift signups

We have an opportunity for volunteers to provide dinner and the menu is their choice. At the moment, there is no way for the volunteer to input what they are going to provide after signing up, forcing them to remember to email us (which hardly eve...
3 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Embed Volunteer Opportunity/Shifts

We would like to be able to embed a specific volunteer opportunity onto our website instead of having to embed at the organization level. This would allow our volunteers to see quickly and easily see shifts available instead of having to click int...
3 months ago in 1. Recruitment (VMS) 0 Under Consideration