NEW FEATURE REQUEST

Pinned feature request

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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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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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All Requests

Showing 868

Add "Do not text" as a communication restriction

As we move towards texting our donors, it would be helpful to be able to easily mark which ones request to not receive text (the same way we have that feat for calls).
about 3 years ago in Donor Communications 0 Not Prioritized

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry

Include communication preferences in the "Send acknowledgement now?" workflow during gift entry. Examples: Preferred communication channel Do Not Mail preference Opted out of marketing emails
8 months ago in Transactions 0 Not Prioritized

Setting to Allow Role Managers to See Full Opportunity schedule

request that an option to be added into the Role Manager Settings as a sub-option for "Can view all Staff in the Opportunity" which allows the Role Manager to view the Master Schedule
over 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

View specific custom fields on the Constituent Dashboard and search results

It would be great to have the ability to customize the search screen results. There are several fields depicted, which is great, but others such as constituency or class years would be helpful when two or more constituents have the same name.
almost 2 years ago in Search 0 Not Prioritized

Return cursor to search bar after searching or deleting search string

Please make the "Search for Constituents" bar a continuous active option. Instead of having to put my cursor back in the space and clicking on it, it should be actively still engaged in that space. i.e. When deleting a constituent to search for an...
almost 2 years ago in Search 0 Not Prioritized

Public Page: Allow customization of button colors (not Bloomerang green)

I would also like to update the *button's color* to match our brand colors.
8 months ago in 1. Recruitment (VMS) 0 Under Consideration

Have payments inherit the "Do Not Acknowledge" status from their parent schedule

Have payments inherit the "Do Not Acknowledge" status from their parent schedule so that they can be excluded from communications using a built-in field rather than creating a constituent custom field.
over 1 year ago in Transactions 0 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
over 1 year ago in Donor Communications / Profile 0 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
over 1 year ago in Constituents / Import / Search 0 Not Prioritized

Bulk update converting donations to pledge payments

I find myself often having to want to bulk update a bunch of records: Convert payments to pledge payments
over 1 year ago in Bulk Update 0 Not Prioritized