NEW FEATURE REQUEST

Pinned feature request

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PINNED Option to view password on login screen (example: an "eye" button)
With all the passwords today the sites that allow me to see my password to make sure I have typed it correctly are so helpful!!
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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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All Requests

Showing 919

Opportunity reports - Date range customization

Currently, you cannot customize the date range for annual reports at the opportunity level. My org runs on a fiscal year, so this is a challenge for us. We need to report fiscal year data at the opportunity level for some of the grants we receive....
10 months ago in 7. Reporting & Data Visualization (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

Change the wording on the "waiver request" to make it an agreement statement or add that as an option and store this in the system.

We need for volunteers to read and agree to various policies (HIPAA/Confidentiality, Marijuana policy, Volunteer procedures, Immunization screening questions). This is not a waiver and they need to be able to read it but I would prefer it not to b...
5 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

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.,
about 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.
about 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.
about 2 years ago in Profile 0 Not Prioritized

See primary contact name in the constituent header

See primary contact name in the constituent header so you don't have to check on the Profile page.
about 2 years ago in Summary & Header 1 Not Prioritized

Limit a standard user to only see the constituents they're assigned to

Option to limit a standard user to only see the constituents they're assigned to. Example: A fundraiser could only see the 150 prospects in their portfolio.
over 2 years ago in Users 1 Not Prioritized

Option to give a standard user access to accounting/payments features

Option to give a standard user access to accounting features so you don't have to promote them to an Admin, set up scheduled reports, or do work for them. Example features might include: Accounting integrations Payment processing Payouts
over 2 years ago in Users 2 Not Prioritized

See transaction check # in donation time line entry

It would be helpful to see the check number for a donation in the time line.
11 months ago in Timeline 0 Not Prioritized