Pinned feature request
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Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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1
VOTE
3
VOTE
Notification for Expired Forms (Background Checks, Waivers) / Renewal Needed
It would be extremely valueable to be able to add a date to a form, to have both volunteer and staff notified when that form is about to expire or needs updating. Example: background checks. Right now we can add a "tag" to go in and manually enter...
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Under Consideration
2
VOTE
Ability to turn off notification when volunteer is removed from an opportunity
Sometimes when a volunteer has to step away from volunteering, it is due to a sensitive life event. I don't like that when I off board them from their opportunity, they get an email that they have been removed from the opportunity. I worry that it...
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Under Consideration
2
VOTE
Ability to map fields that Sync to Bloomerang from Bloomerang Volunteer
Currently BV creates a new Volunteer activity in Bloomerang for each project in BV. We normally only have 4-5 categorories for Volunteers that we repoert on. Now we will have to figure out a way to summarize 175-200 projects that will be created a...
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Under Consideration
3
VOTE
2
VOTE
More detailed confirmation emails
We'd really like the emails that we received letting us know a volunteer has signed up to contain more information: date of event, location, time, phone number. This again is because our staff in the gardens without computer access and the generic...
0
Under Consideration
8
VOTE
Filter the duplicate list to a specific kind of match criteria
It might be easier to work through a large list of duplicates if you could focus on a particular kind of duplicate to work through in a batch. Possible filters might include: Only email matches strong matches recent matches where one of the consti...
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Not Prioritized
10
VOTE
Create a constituent in the search results box
I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
3
Not Prioritized
7
VOTE
5
VOTE
See year-to-date revenue on constituent summary
As we cultivate donors at the end of the year, it would be really helpful for us to have the YTD totals easily viewable (without having to toggle into a report every time or look up their YTD giving total with their timeline), to save time and add...
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Not Prioritized