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 508

Bulk update acknowledgement letter on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the letters for the transactions as well. Could save a lot of time.
almost 2 years ago in Bulk Update 0 Not Prioritized

Bulk update task due date

Hi, I created a bulk task from a report (first time) then realized I needed to edit the due date - I had almost 1400 records and couldn't edit/delete or complete them in bulk. I was able to bulk delete and create a new bulk task BUT it would be am...
11 months ago in Bulk Update 0 Not Prioritized

Delete a relationship role

When my company came over to BLMG, our old database allowed a textbox for relationships, and when we transitioned, each unique field was created as a relationship type. Now we have cleaned up our relationships, but we have nearly 2000 inactive rel...
almost 2 years ago in Custom Data 0 Not Prioritized

Bulk Deactivate Tributes

We have over 2500 IHO/IMO tributes. Makes it impossible to find.
almost 2 years ago in Tributes 0 Not Prioritized

Adding a section to track a tributes date of passing

Having a field to track the day someone passed away. This would be very helpful for anniversary letters to families and people who have donated in memory of a family or friend. It would save time when generating letters and reports on tributes who...
almost 3 years ago in Tributes 0 Not Prioritized

Retain data entered under New Donation when click Actions > Split Payment

When entering a split payment, I often start entering the date, amount and fund before realizing that it is a split payment. When clicking Actions > Split Payment, previously entered information is cleared. It would be helpful to retain the dat...
almost 2 years ago in Transactions 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.
almost 3 years ago in Tributes 1 Not Prioritized

Getting notified when someone else writes a note to a task that I created

When I put in atask for someone else and they want to add to the task through adding in the notes or if they wish to mark it as complete, I would like to be notified since I was the one who initially created the task.
almost 3 years ago in Donor Communications / Email / Task Management 1 Not Prioritized

Ability to create a horizontal postcard

This would be useful because it would give more options on how you would want the postcard laid out. Some designs work better vertically whereas others work better horizontally. It would be nice to have both of these options to create a good visua...
about 2 years ago in Letters 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...
about 2 years ago in Users 0 Not Prioritized