Pinned feature request
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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.
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
2
VOTE
Make telephone clickable so that browser will offer option to make call via your cell phone
Many websites tag the telephone number to be clickable and allow the browser to interpret that to offer the available options to make the call through other apps or to send it to your cell phone. This is would make phone campaigns much more effici...
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Not Prioritized
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VOTE
2
VOTE
1
VOTE
Reduce search bar sensitivity to spaces
We have many constituents with spaces in their last names. Searching for some of these constituents is frustrating because the search bar does not recognize names if we don't get the space/no space correct. For example: Bob Vander Molen vs. Bob Va...
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Not Prioritized
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VOTE
Confirm Merge when selecting "merge selected" from the duplicate screen
In the Duplicate Constituents screen, if you select "Show More Details" in the individual profile, select the profile you want to keep, and click "Merge Selected", you get a confirmation window that says "Confirm Merge". This should also be a safe...
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Not Prioritized
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VOTE
Bloomerang Volunteer syncs volunteer apps to groups in Bloomerang Donor
We would like people who sign up for a volunteer opportunity in BV to automatically be added to groups in BD when their accounts sync. We could set each volunteer opportunity to be tied to a specific group in BD. We need to do this because we pull...
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Under Consideration
2
VOTE
Adding a section to track a tributes date of passing
Having a field to track the day someone passed away. This would be very helpful for anniversary letters to families and people who have donated in memory of a family or friend. It would save time when generating letters and reports on tributes who...
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Not Prioritized
1
VOTE
Import a link to which transactions an imported interaction acknowledges
After bulk importing interactions (whenever I send acknowledgements), it would be great if there were a way to automate that the most recent donation be marked as "acknowledged" and potentially that the acknowledgement interaction itself be attach...
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Not Prioritized
1
VOTE