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 Print a batch of tax summaries for the year
I saw Tax Summaries on the bottom of each constituent's Profile page, but there's not a way to print those in a batch for year-end reporting purposes.
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All Requests

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Easier way to target a communication to constituents whose gift schedule is not automatically renewing

Easier way to target a communication to constituents whose gift schedule is not automatically renewing. The current workflow to filter for transactions whose payment method is "None" is unintuitive.
8 months ago in Donor Communications / Filters 0 Not Prioritized

Clarify UX to create a new payment (currently requires clicking "New Donation")

Clarify dropdown options for creating new transactions. It can be confusing to select "New Donation" in order to add a pledge payment, recurring donation payment, or membership dues payment.
8 months ago in Summary & Header / Transactions 0 Not Prioritized

Navigate to Bloomerang hosted form from within the form workflow

Navigate to Bloomerang hosted form from within the form workflow
8 months ago in Online Fundraising 0 Not Prioritized

Bulk deactivate/reactivate all membership levels

Bulk deactivate/reactivate all membership levels
8 months ago in Bulk Update / Custom Data 0 Not Prioritized

Support multiple membership levels with the same name

Support multiple membership levels with the same name
8 months ago in Custom Data 0 Not Prioritized

Membership summary fields in constituent emails, letters, and reports

Membership summary fields in constituent emails, letters, and reports
8 months ago in Column Data / Email / Letters 0 Not Prioritized

Customize the membership level sort order

Customize the membership level sort order so that you can display membership levels in an order other than by amount.
8 months ago in Custom Data 0 Not Prioritized

Sync membership payments with Aplos

Sync membership payments with Aplos
8 months ago in Integrations 0 Not Prioritized

Export membership payments for QB Desktop

Export membership payments for QB Desktop
8 months ago in Integrations 0 Not Prioritized

Way to track gifted memberships

Way to track gifted memberships - scenarios when one person pays for the membership, but another constituent is considered the active member.
8 months ago in Online Fundraising / Transactions 0 Not Prioritized