NEW FEATURE REQUEST

Pinned feature request

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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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PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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All Requests

Showing 838

Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
9 months ago in Timeline 0 Not Prioritized

Show transaction number in donation entry

My bookkeeper requires a transaction number or order number when entering transactions. Currently I have to pull a transaction number by creating a transaction report and then filtering for Method, then cash and check. It would be great to just se...
about 1 year ago in Transactions 0 Not Prioritized

Remember recent constituent searches between logins

Remember recent constituent searches between logins so that you can navigate to a constituent you'd been working on in a previous session.
9 months ago in Search 1 Under Consideration

Search for a constituent based on a custom field

At the time we were considering Bloomerang, we emphasized the need to search our constituents by our institutions ID # and was told we could. During implementation, we learned that was not an option but could request it to be added as a Feature.
over 1 year ago in Search 0 Not Prioritized

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) 1 Under Consideration

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.
over 1 year ago in Profile 0 Not Prioritized

Sort the duplicate constituents list by created date

Sort the duplicate constituents list so that constituents that were recently created are at the top of the list.
almost 3 years ago in Merge Duplicates 0 Not Prioritized

Ability to email specific shifts to volunteers

I manage 300 volunteers in our food pantry, ranging in age from 20 to 80. Some volunteers work only one shift, so I was hoping to find a way to email them a specific, recurring shift, such as bagging produce every Monday from 10 to 12 p.m. I think...
3 months ago in 4. Engagement (VMS) 0 Under Consideration

Deactivate groups

Ability to deactivate a group so you can retain it but reduce screen clutter on the group list page.
10 months ago in Groups 1 Not Prioritized

Admin Reminders: Volunteers scheduled for the month/week/day

With our previous software, we could send schedule reminders to the different opportunity/organization managers of which volunteers were scheduled at which location and it would normally be a monthly or daily or weekly reminder. I'd like to be abl...
10 months ago in 3. Scheduling & Placement (VMS) 1 Under Consideration