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

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View tributes on pledge payments

Add option to add tributes to pledges and pledge payments. Keep fields the same as for regular donations
over 1 year ago in Transactions 0 Not Prioritized

Reduce search bar sensitivity to spaces

We have many constituents with spaces in their last names. Searching for some of these constituents is frustrating because the search bar does not recognize names if we don't get the space/no space correct. For example: Bob Vander Molen vs. Bob Va...
over 1 year ago in Search 0 Not Prioritized

Confirm Merge when selecting "merge selected" from the duplicate screen

In the Duplicate Constituents screen, if you select "Show More Details" in the individual profile, select the profile you want to keep, and click "Merge Selected", you get a confirmation window that says "Confirm Merge". This should also be a safe...
over 1 year ago in Merge Duplicates 1 Not Prioritized

Show full contact information on tasks

When I click on a task, the window that pops up contains only email and not an address, which is the piece of information I need. I preferred the previous version, where it opened the task in the constituent's record.
almost 3 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Make profile pictures bigger

The pictures of donor are so small. It would be awesome if they could be bigger.
almost 3 years ago in Profile 0 Not Prioritized

Option to give a standard user access to only view & edit reports in specific folders

Have the ability to create folders in 'Reports' that can have user permissions (some users can access the folder and some can't) This is useful because it would make it much easier to organize and find reports. The user permission came up from a c...
almost 3 years ago in Reporting  / Users 0 Not Prioritized

Don't show deceased constituents in search results

Be able to have a single file for all deceased donors. One would be able to find donors by their name - should that ever be necessary, but they would be in one file and would not show up on constituent searches
almost 3 years ago in Search 2 Not Prioritized

Import a link to which transactions an imported interaction acknowledges

After bulk importing interactions (whenever I send acknowledgements), it would be great if there were a way to automate that the most recent donation be marked as "acknowledged" and potentially that the acknowledgement interaction itself be attach...
over 1 year ago in Import 0 Not Prioritized

Improve Error Messaging When Mapping Import Fields

I had created a custom Constituent field with type of Date When I went to map the field in the import wizard, I was getting an empty drop-down where you would select the field from the CSV. After consulting with Support, they told me that it was b...
almost 3 years ago in Import 1 Not Prioritized

"Unknown" type for phone and email

Description provided to Support: There does not appear to be a way to add additional Types for phone numbers and this has a significant impact to data cleanliness. I'm in the process of doing initial data migration into Bloomerang from the legacy ...
almost 3 years ago in Profile 0 Not Prioritized