Pinned feature request
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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...
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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5
VOTE
Track notificant's relationship to the tribute and use that as a merge field
When linking a notificant to a tribute, you could indicate how you'd want to reflect their relationship to the tribute in a letter. For example, when sending a letter to a notificant you could pull from this merge field to populate the bold part o...
1
Not Prioritized
3
VOTE
Option to give a standard user view only access to Groups area
In the settings for each user there is a "view only" option for Constituents and Reports and it would be helpful for that to be applicable to Groups as a whole. Users who can edit profiles and edit individual constituents but not edit group names,...
0
Not Prioritized
3
VOTE
Need to be able to control email preview header text
I don't want every email preview header text to start with "make a donation" because our masthead has a donate button. We will have to redesign it. This is a rather aggravating non feature of your email program. In other platforms we use the previ...
0
Not Prioritized
3
VOTE
Create "Custom" Filter in Staff List / Schedule
If there was a way to have customizable "saved" filters - it would shrink the time in creating a schedule. While the system is really easy to customize filters - if you are using the same filters weekly - creating a custom filter to assign volunte...
0
Under Consideration
3
VOTE
5
VOTE
Do not allow changes to Mailchimp database to affect Bloomerang database
I recently pushed data from Bloomerang to my Mailchimp account so that I could have another user help with email promotion without giving them access to our Bloomerang database. We archived a separate group of contacts on Mailchimp which then chan...
1
Under Consideration
5
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
2
VOTE
Group Leader Registration Options - allow group leaders to edit the number of volunteers per shift for number-based groups
We have some volunteers who volunteer individually, with family members, and as leaders of groups of 15+. These volunteers have been assigned as group leaders of Number-Based Groups, but their having to contact us for every single shift to adjust ...
1
Under Consideration
5
VOTE
3
VOTE