NEW FEATURE REQUEST

Pinned feature request

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PINNED Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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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 504

Workflow Automation: Internal processes and project management

Coordinate work across multiple team members to consistently run internal processes. Examples: Standardizing a cadence for reviewing the major gift pipeline (like researching donor’s interests, updating statuses and notes for their major gift port...
over 2 years ago in Task Management 1 Not Prioritized

Way for a standard user with view-only access to transactions to export data

You released the ability to hide transactions from certain user reviews which is really helpful except that then they can't run any reports. so, they can't run a mailing list, for example, to print labels or something like that, which is just basi...
over 1 year ago in Users 0 Not Prioritized

Distribute engagement surveys across more communication channels

Distribute engagement surveys across more communication channels like mass emails.
10 months ago in Engagement Surveys 0 Not Prioritized

Generate tribute notificant letters without creating a letter batch

Explore a more efficient way to create & personalize a single tribute notificant letter, without having to go through the entire process of running a batch of letters.
over 2 years ago in Tributes 1 Not Prioritized

Delete a fund

Delete a fund so that you can have a clean list of fund names
over 1 year ago in Custom Data 0 Not Prioritized

Bulk update constituent communication preferences

Mass update communication preferences field so that you don't need to manually update the communication preferences or make your changes in a csv and import them.
over 1 year ago in Bulk Update 0 Not Prioritized

Enhance constituent audit trail to show each time the constituent was updated

More granular audit trail of each time a constituent is updated so that you can see each time the constituent was updated, not just the most recent update date.
over 1 year ago in Profile 0 Not Prioritized

Customize the formula for formal names for your organization

Customize the formula for formal names for your organization so you can get the precise naming conventions you prefer without updating all the formal names by hand or via an import.
over 1 year ago in Profile 0 Not Prioritized

Alerts for when pledges are due

It would be great if Bloomerang could alert me to when a donor pledge was due. We've gone through filling in the pledge amount, how often and how much the payments will be that the donor would like to fulfill their pledge, why not send me an alert...
over 2 years ago in Calculation and Analysis Tools 0 Not Prioritized

See if a transaction has been refunded on the timeline

See if a transaction has been refunded when you view the timeline, without having to open the transaction.
over 1 year ago in Timeline 0 Not Prioritized