NEW FEATURE REQUEST

Pinned feature request

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PINNED Apply third party gifts (soft credits) to pledges
Allow a payment sent through a third party intermediary (ie donor advised fund, workplace giving program, United Way) to count as a payment towards a donor's pledge.
Share feedback 8
PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
Share feedback 5

All Requests

Showing 502

Prompt user to add a note when they change a constituent to Inactive

Prompt user to add a note when they change a constituent to Inactive so you can collect institutional knowledge about why constituents have been deactivated in the past.
over 1 year ago in Profile 0 Not Prioritized

See volunteer interaction details on timeline

See details about an interaction's volunteer activity or hours on the timeline without having to open the interaction.
over 1 year ago in Timeline 0 Not Prioritized

See if a transaction has been refunded on the timeline

See if a transaction has been refunded when you view the timeline, without having to open the transaction.
over 1 year ago in Timeline 0 Not Prioritized

When searching for a tribute, show recently used tributes first

When tributes are added to a donation, the pop up box should show recently used tributes so you don't have to search a name every time, then click on it. This would save time when entering multiple donations with the same tribute.
over 1 year ago in Tributes 0 Not Prioritized

Collect a comment on donor surveys

We recently started using the surveys and I have had several donors request a comment box be added to the surveys.
over 1 year ago in Engagement Surveys 0 Not Prioritized

Copy Import Template

The ability to copy an import file would be helpful. At times we need a copy of an import file to make small changes to (but keep both).
over 1 year ago in Import 0 Not Prioritized

Confirmation step when deleting an import template

On "imports" the "delete" option and the "cancel" option are next to each other. If delete is selected, you do not get the pop up asking if you are sure you want to delete like you do when deleting a constituent. It would be great to get the same ...
over 1 year ago in Import 0 Not Prioritized

Option to give a standard user access to custom data settings

Option to give standard users access to custom data settings so they can create and clean out values without being an Admin. Custom Data settings includes: Custom fields Fund list Campaign list Appeal list Tributes list Relationship roles list
over 1 year ago in Users 0 Not Prioritized

Download a pdf copy of the import file for a recently processed import

Confirmations of imports are good to double check amounts as well as constituents. Because right now they are only available in excel format, it allows changes to be made. A PDF format would create a report without changes
almost 2 years ago in Import 0 Not Prioritized

Customize the names of the system-defined groups

Groups is a good feature, but I would like to edit the Bloomerang-created group names
almost 2 years ago in Groups 0 Not Prioritized