NEW FEATURE REQUEST

Pinned feature request

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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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PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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All Requests

Showing 919

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

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

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

Rename an import template

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.
over 1 year ago in Import 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

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

relate volunteers to a household

This would be helpful for families that volunteer. We allow kids 5 and up to volunteer, with adult supervision. Right now we can't track them as they don't sign up themselves and many don't have an email address. It would be great to have househol...
3 months ago in Relationship & Households / VMS Integrations & API 0 Under Consideration

Option to create a private report or hide a report from other users

We don't need all reports to be visible to all our users. It would be helpful if we could hide reports from other users so the reports aren't cluttering their report lists.
over 1 year ago in Report Types/List and Templates / Reporting 1 Under Consideration

Improved Crowdfunding Reporting in Bloomerang

Ability to track and report on specific Crowdfunding fields like team member, team name, in Bloomerang.
almost 2 years ago in Event management 0 Not Prioritized

Bulk update adding soft credits to transactions

We had an event with over 500 unique donations that I had to manually go through and soft credit a single person for pulling those donors to us. It would save a mass amount of time if you could mass soft credit through a certain appeal and update ...
over 1 year ago in Bulk Update 0 Not Prioritized