NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

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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 ...
7 months ago in 1. Recruitment (VMS) 0 Under Consideration

When I make a change to any information and try to click away without saving, I need a pop up to ask if I want to save changes.

If the changes aren't going to be saved automatically, we need a reminder that we have unsaved changes before we leave the page.
almost 2 years ago in Platform (general) 0 Not Prioritized

Track the fundraiser who interacted with a donor without using the Created By field on interactions

If i want to do a bulk import of interactions for multiple members of my team, I want to properly credit each team member. I can only do that if I can include the created by tag. For example: Several people in our organization sent 50 Christmas ca...
over 1 year ago in Timeline 0 Not Prioritized

Customize donor survey segment/audience

We would like to be able to email surveys to specific groups of donors in addition to using the first time donor survey, the existing donor survey, etc. For example, we're interested in learning more from local vs. long-distance donors, donors who...
over 2 years ago in Engagement Surveys 0 Not Prioritized

Opportunity Waitlist

Give option to turn on "waitlist" option for opportunity, to be able to "gate & approve" volunteers for a specific opportunity vs all or none.
10 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

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...
over 1 year ago in Summary & Header 0 Not Prioritized

Scheduler Enhancements - Schedule End Date or Number of Sends

I need to be able to schedule reports, emails, or other automated actions to stop sending after a period of time or number of sends.
7 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 Under Consideration

Group volunteers at the organization level

I'd love to be able to group volunteers at the organization level, so that when one person signs up for an opportunity, all of the others in their group will be added to that opportunity as well.
10 months ago in 3. Scheduling & Placement (VMS) 0 In Progress

Customize outgoing Notifications to volunteers

We recommend Bloomerang Volunteer to give managers and administrators the option to edit and customize outgoing text messages (push notifications) to volunteers. Volunteers have received text messages on behalf of our organization when we cancel t...
10 months ago in 4. Engagement (VMS) 0 Under Consideration

Save an import after the fields are mapped without running it

When doing an import, file 'clean up' is often necessary to make certain that all the data is imported correctly. It is often difficult to know what needs to be cleaned up until after all the field matching between the csv file and Bloomerang fiel...
11 months ago in Import 0 Not Prioritized