NEW FEATURE REQUEST

Pinned 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...
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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
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All Requests

Showing 918 of 918

Ability to replicate values from one custom field when creating another custom field

It would be very useful to be able to save lists that we could choose from when creating custom fields. For example, I will use the same list for "point of contact" in many different sections and custom fields. It would be nice to not have to type...
about 1 year ago in Custom Data 0 Not Prioritized

Learning Management - INCLUDE TRAINING VIDEOS THAT THEN ALLOW SOMEONE TO BE QUALIFIED FOR A ROLE

I'm finding it cumbersome for people to sign up for shifts that require qualification that need a training video. They have to email me, then i have to send the training link, then they have to join, and THEN i can mark them as qualified and THEN ...
11 months ago in 1. Recruitment (VMS) 0 Under Consideration

BCC - be able to email volunteer from outlook and have it go into their email history

Much like bloomerang I want to be able to add a bcc@bloomerang for volunteers in bloomerang volunteer.
over 1 year ago in 4. Engagement (VMS) 3 Under Consideration

Bulk delete selected email addresses

Mass delete selected email addresses so that you can remove information that is bad, has sloppy capitalization, or that you no longer want to track.
about 2 years ago in Bulk Delete 3 Not Prioritized

Edit data in a constituent field without making the whole page edit-mode

Edit data in a constituent field without making the whole page edit-mode, so that you can update data without scrolling back and forth or seeing the edit versions of custom fields you aren't trying to update.
almost 2 years ago in Profile 0 Not Prioritized

The Date of a membership schedule should be based on the Start Date, not Created Date

It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
about 1 year ago in Timeline 1 Not Prioritized

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
12 months ago in Constituents / Transactions 0 Not Prioritized

Add a constituent to a group using the API

The ability to add a constituent to a group via the REST API, a typical use case would be any constituent who signs up to an event for a young professional event can be tagged into the YP group on insert
about 1 year ago in Groups / Integrations 0 Under Consideration

Email Automation for Shifts Added

I wish the "Create Automation" was more dynamic and less restritive. This area is lacking but so important. In particular right now it'd be nice set up an email automation that tells volunteers on a particular opportunity that new shifts have been...
3 months ago in 4. Engagement (VMS) 0 Under Consideration

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