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
Share feedback 11
PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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All Requests

Showing 508

View constituent summary charts as fiscal year

I'm not sure it this fits better into DataViz or Constituent Management for the category but chose DataViz since it's about a graph on a donor's record. I would really benefit from being able to see the 10-year giving summary in a FY graph in addi...
about 3 years ago in Reporting  / Summary & Header 0 Not Prioritized

Search for a constituent based on just the email domain

On email search, allow the domain to be searched (for example, for my email I could search @varietyiowa.com and it would pull up alicia@varietyiowa.com)
over 1 year ago in Search 1 Not Prioritized

Retain custom sort order when adding a new value to a custom field

I’m talking about creating fields for transactions. For example I have created a benefit received field. Within that field I have “pick one text.” Whenever I add a value to choose from it changes the custom sort I have saved to a default sort. Why...
over 1 year ago in Custom Data 1 Not Prioritized

Validate that birth dates are in the past

I would like to see improved error-handling for specific fields (or even user-defined fields) within Bloomerang at the point of entry. An example would be a system prompt for entering a DATE OF BIRTH in the future. Or it could be as simple as not ...
over 1 year ago in Profile 0 Not Prioritized

Verification check box for important dates on constituent records

Especially with integrated software like TrueGivers potentially adding birthdates to constituent records, it would be helpful to have a "Verification check box" in the Personal information section that we could "check" if a member of our team has ...
over 1 year ago in Profile 0 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.
about 3 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Bulk update Quickbooks Account on transactions

Post migration to Bloomerang from our legacy system, we had hundreds of transaction records to update to the correct Quickbooks account. It would be nice if the Quickbooks account field could be updated with the mass update feature.
over 1 year ago in Bulk Update 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...
over 3 years ago in Import 1 Not Prioritized

See a transaction's non-deductible amount on the timeline

See a transaction's non-deductible amount on the timeline
over 1 year ago in Timeline 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 ...
over 3 years ago in Profile 0 Not Prioritized