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NEW FEATURE REQUEST

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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 ...
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

All Requests

Showing 919

Option to create receipt letter during transaction entry (not just acknowledgement letters)

Currently, you can create an acknowledgement letter during transaction entry. If you want to create a payment confirmation receipt that does not serve as an acknowledgement, you can only do that from the Communications section. This idea would let...
about 1 year ago in Donor Communications / Transactions 0 Not Prioritized

Alert when donor gets to a certain level or threshold

It would be nice to know when a donors giving reaches a certain level or threshold, such as $1,000 or $5,000 so I can send them a note.
over 1 year ago in Journey Automation 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

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

Update style of UI components on transaction entry pages to be more legible and convenient

Update style of UI components on transaction entry pages to be more legible and convenient. Examples: When a fund, campaign, or appeal has a long name show the entire name Be able to access the save button without scrolling to the top of the page,...
about 1 year ago in Transactions 0 Not Prioritized

Have payments inherit notes from their parent schedule

Have payments (pledge, recurring, membership) inherit notes from their parent schedule
about 1 year ago in Transactions 0 Not Prioritized

Broader Browser Support - Expanding VMS compatibility to Microsoft Edge/additional browsers

Expanding the VMS system's compatibility to include additional browsers would make it more user-friendly for the diverse generations of volunteers who use the system to sign up for volunteering.
8 months ago in Bloomerang Volunteer 0 Under Consideration

Ability to partially write off a pledge

Ability to partially write off a pledge so you can track that some payments are still expected but the full pledge amount won't be met.
about 1 year ago in Transactions 0 Not Prioritized

Add Organization Volunteers from the Opportunity Level

The ability to add volunteers to an opportunity who have accounts but have never signed up for an opportunity. Volunteers who have signed up to the organization but have never signed up for an event are not accessible to manually add to events. Th...
6 months ago in 3. Scheduling & Placement (VMS) 2 Under Consideration