NEW FEATURE REQUEST

Pinned feature request

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PINNED Indicate the fundraiser of a gift (eg major gift officers, board, fundraiser hosts) without using soft credits
Provide a way to clearly indicate the person who asked for a gift without using soft credits. This could help by keeping soft credit use cases separately, and enable future analysis features around solicitor performance. examples: Major gift offic...
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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.
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All Requests

Showing 762 of 762

Update or delete a written off pledge

Update or delete a written off pledge without using the bulk update/delete features.
4 months ago in Transactions 0 Not Prioritized

Edit Event Attendee Ticket Details

The ability to edit an Attendee's ticket type after purchase. Donors may have selected the wrong ticket or want to upgrade.
about 2 years ago in Event management 0 Not Prioritized

Customize logic of Bloomerang Donor Groups

Some of the rules for assigning a Donor to a Group do not align with my nonprofit's needs, and I would like to be able to customize the logic. As an example, I don't want a Donor to be considered Lapsed until 24 months have passed.
11 months ago in Reporting 0 Not Prioritized

Master scheduling

request that an option to be added into the Role Manager Settings as a sub-option for "Can view all Staff in the Opportunity" which allows the Role Manager to view the Master Schedule
8 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

Allow the option to give Standard Users access to the NCOA Dashboard to view, update and mark tasks as completed.

The NCOA Dashboard is a great feature and is very helpful for keeping our data up to date. Maintaining the NCOA Dashboard is a data-entry level task, but I am not able to offload the task it to my assistant because giving Administrator Access woul...
8 months ago in Integrations / Users 0 Not Prioritized

Users should be able to tell which permissions they have

Make it easier for users to identify if they're an Admin or standard user, let standard users see which specific permissions they do and don't have, and clearly indicate who a user can contact in their team to get their access changed.
almost 2 years ago in Users 0 Not Prioritized

Bulk update note on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the notes for the transactions as well. Could save a lot of time.
12 months ago in Bulk Update 0 Not Prioritized

Have payments inherit the "Do Not Acknowledge" status from their parent schedule

Have payments inherit the "Do Not Acknowledge" status from their parent schedule so that they can be excluded from communications using a built-in field rather than creating a constituent custom field.
8 months ago in Transactions 0 Not Prioritized

More detailed preview of what information an import will create or update

More detailed preview of what information an import will create or update
8 months ago in Import 0 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
8 months ago in Constituents / Import / Search 0 Not Prioritized