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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All Requests

Showing 866 of 866

I would like to be able to edit both name and email regardless whether claimed on not

I would like to be able to edit both name and email regardless whether claimed on not. Some don’t capitalize their name, some make a rookie error at .com in email. They all say it’s a bit difficult to change in the system for some reason, and it w...
9 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Merge Groups from Bloomerang Volunteer into Organizations in Donor

Currently groups in volunteer do not merge. So when a group, that is currently an organization in Donor, volunteers, I still have to manually enter their volunteer hour in Donor. This doesn't save the time it should, especially as more than 1/2 ou...
over 1 year ago in Integrations / VMS Integrations & API 0 Under Consideration

Customize donor survey send time

I would like to be able to set the time since last donation to 2 years so that someone isn't automatically sent an email asking why they no longer support us if they gave 1 year +1 day ago.
over 2 years ago in Engagement Surveys 0 Awaiting Review

Scheduler Enhancements - Schedule End Date or Number of Sends

I need to be able to schedule reports, emails, or other automated actions to stop sending after a period of time or number of sends.
9 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 Under Consideration

Use interaction custom fields on tasks

Use interaction custom fields on tasks so that you can segment tasks based on custom information and track the values on the interactions created when you complete the task.
almost 2 years ago in Task Management 2 Not Prioritized

Set default social media links to use in emails

It would be nice to be able have the social media account info specified in the Organization Settings used as the default when adding social media icons to an email. We often duplicate previous emails to use as "templates" for a new email, so the ...
about 3 years ago in Donor Communications / Email 6 Awaiting Review

Bulk delete selected addresses

Mass delete selected addresses so that you can remove information that is bad, have sloppy capitalization, typos, or inconsistent formatting, or that you no longer want to track.,
almost 2 years ago in Bulk Delete 0 Not Prioritized

Change username

Change username so that you can fix typos, adjust to name changes, or standardize username formats for your organization without deleting & recreating users.
almost 2 years ago in Users 0 Not Prioritized

Customize the formula for recognition names for your organization

Customize the formula for recognition names for your organization so you can get the precise naming conventions you prefer without updating all the recognition names by hand or via an import.
almost 2 years ago in Profile 0 Not Prioritized

Ability to print monthly calendar

Our product recovery team would GREATLY prefer to be able to see a printed calendar view (daily, weekly, and monthly) of volunteer groups coming in. Currently, we're having to enter groups into an Outlook Calendar in addition to using Bloomerang V...
9 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration