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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Showing 866

Option in tribute notificant letters to show donors' information in a table format

Option in tribute notificant letters to show donors' information in a table format.
12 months ago in Tributes 0 Not Prioritized

Bulk update transaction non-deductible amount

Efficiently change the non-deductible amount on multiple transactions at once.
over 2 years ago in Bulk Update 0 Not Prioritized

Bulk update interaction purposes

It would be amazing to be able to click through multiple emails and update the purpose and custom fields. I just sent a batch of bcc'ed emails - all were the same. And now I have to go to each profile to update each one manually.
over 1 year ago in Bulk Update 1 Not Prioritized

Hide specific constituents from some users

Hide specific constituents from some users so that they can't access contact information. Example: Hide a celebrity's support for your organization from most of your team members.
over 2 years ago in Users 0 Not Prioritized

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...
about 1 year ago in Import 0 Not Prioritized

Attendance Settings at Shift Level

Currently, the attendance settings are at the Opportunity level. I have some volunteer shifts that relate to the Opportunity, but are "as you can" that vary in length. Because of that, I have these shift times set up as a window instead of a hard ...
4 months ago in 5. Attendance Tracking & Hours Worked (VMS) 0 Under Consideration

Automatically run letter

We would like to generate a letter when it is a constituents birthday AND have it create an interaction when the letter is generated.
over 1 year ago in Letters 0 Not Prioritized

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
8 months ago in Reporting 0 Not Prioritized

Default view/filter when updating opportunities

I would love if when I choose a "filter" setting when in the opportunities tab, that it would stay defaulted to what you chose. Example: I have a lot of "open" opportunities that i am working on and editing and my default view is to see all opport...
8 months ago in 7. Reporting & Data Visualization (VMS) 0 Under Consideration

Copying Opportunities with form questions & required fields selected

Whenever I copy an opportunity to be able to create a new one, I choose to bring over the "form questions" and they are copied over but the selections are never copied with it. Meaning, I have the same questions, but the buttons are not toggled on...
8 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Under Consideration