Pinned feature request
PINNED
Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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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1
VOTE
Streamline switching the constituents who get hard and a soft credit on past transactions
It's standard to give hard credit to the constituent who made a payment (eg a donor advised fund, workplace giving program) and soft credit to the individuals who directed that payment through that third-party. However data entry can be inconsiste...
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Not Prioritized
1
VOTE
Better handle long lists of soft credits on transaction entry pages
Currently, you can soft credit as many constituents as you like per transaction. However, in cases when when you receive a pooled gift (eg from United Way or a workplace giving system) with many constituents the list can get so long that it's hard...
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Not Prioritized
4
VOTE
Include country in letter envelopes for international mailings
I really appreciate the new "Envelopes" option that creates a pdf of addressed envelopes for our thank you letters. Unfortunately the country name is not being pulled into the address for international addresses. It would be great if you could fix...
2
Not Prioritized
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2
VOTE
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...
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Not Prioritized
2
VOTE
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...
1
Under Consideration
3
VOTE
2
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VOTE
Allow standard non-transaction users to see Dashbord
Depending upon the way the system is coded, this might be difficult to implement. But it would be really nice if a basic user, who cannot see transactions for all constituents could still have access to the Home Dashboard. They could see the overa...
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Not Prioritized