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

Require Mobile Number on Registration

Require a mobile number on the basic registration for Bloomerang/public opportunities.
6 months ago in 1. Recruitment (VMS) 0 Under Consideration

Automatic Email Based on Opportunity Start/End Dates

I would like to see an automatic email that I can send to volunteers once an opportunity ends.
6 months ago in 4. Engagement (VMS) 0 Under Consideration

Ability to toggle to the previous or following timeline entry from an existing open timeline entry

When opening a timeline entry, it would be really helpful to be able to navigate to the timeline entries directly before or after it instead of having to go back to the main timeline and searching for the next entry each time. Especially in the ca...
11 months ago in Timeline 0 Not Prioritized

Email Automation for when volunteers are assigned/removed from Roles, Qualifications, Tags

More flexibility with email send rules. It would be extremely useful to be able to have greater freedom in customizing email automations. For instance, we would like to be able to have an email automation that sends to a volunteer once they've bee...
11 months ago in 4. Engagement (VMS) 1 Under Consideration

See information about open recurring schedules in constituent header or summary

ease of quickly identifying how many reoccurring donations a donor has (some donors have two or more concurrently, which gets confusing)
almost 2 years ago in Summary & Header / Transactions 0 Not Prioritized

See number of transactions on constituent summary

So we can see how many donations a donor has made as well as the total amount they have donated.
almost 2 years ago in Summary & Header 0 Not Prioritized

Include household Account Number in reports for individual constituents

This is useful for when I need to import information for constituents. We like to make sure spouses/people in the same household have the same solicitor and ask amount. If I make a household import upate, only the head of household is updated. So ...
over 2 years ago in Column Data / Relationship & Households 0 Not Prioritized

Ability to add pledges on the mobile app

We are able to add tasks and accept payments on the go, however we should be able to add pledges.
12 months ago in Mobile App 0 Under Consideration

Merge constituents from the profile without changing their type first

Merge an organization and individual constituent record from the profile page, without having to first change the constituent type for one of the records.
over 2 years ago in Profile 0 Not Prioritized

Navigate Through Bell Notifications

When you get a bell notification on the web app, it would be useful to be able to navigate to that page from where the notification originated if you click on it. If I get a notification on my phone, I can tap on it and it will take me right to wh...
6 months ago in 4. Engagement (VMS) 0 Under Consideration