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 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.
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All Requests

Showing 759 of 759

Enhance the "Store as Default Values" feature

Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
4 months ago in Transactions 0 Not Prioritized

Customize included/excluded transaction types from First, Largest, and Latest Transaction columns

This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...
8 months ago in Calculation and Analysis Tools 3 Under Consideration

Maiden Name or Alias field to check when searching

A way to track other names a constituent might use (such as maiden name or nickname) so you can search for the person more easily.
almost 2 years ago in Search 4 Not Prioritized

📱Scan Business Card to Create Constituent

Use the Bloomerang mobile app and your mobile phone's camera to scan business cards to quickly create constituent records.
2 months ago in Mobile App 0 Under Consideration

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
over 1 year ago in Profile 3 Not Prioritized

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.
over 2 years ago in Transactions 8 In Progress

Hide Dashboard widgets

Some dashboard widgets aren't relevant or aren't regularly needed by me, so I'd like to hide them.
over 2 years ago in Home Dashboard 1 Under Consideration

Create a "View email in your browser" link for each email

Create a "View email in your browser" link for each email so that you can keep an inventory of past newsletters on your website, post on social media, or share access to someone who didn't get the email when it was originally sent.
over 1 year ago in Email 3 Not Prioritized

Way to add a new constituent from any page

Way to add a new constituent from any page so you don't have to navigate to the Constituent dashboard.
over 1 year ago in Profile 1 Not Prioritized

Stronger visual distinction between timeline items

Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...
almost 2 years ago in Timeline 0 Under Consideration