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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 ...
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

All Requests

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Drill down Function

When pulling the reports, it would be wonderful to have the ability to drill it down based on opportunity or tag. Since tags for our organization signifies where they are in the process, it would be great to understand Volunteer A is in this proce...
9 months ago in 7. Reporting & Data Visualization (VMS) 0 Under Consideration

Bloomerang Volunteer Opportunity Thumbnails

The opportunity thumbnails have images cropped and they use font colors that we wish could be customized, because they sometimes are difficult to read for some audiences.
over 1 year ago in 1. Recruitment (VMS) 0 Under Consideration

Customize sort order of Volunteer Activity field values

The new Volunteer Activity field on Interactions allows custom field values, but there is no way to order those values. The cursor does change to a plus arrow (which usually indicates movement) but you cannot drag the fields. Simple alphabetical s...
about 2 years ago in Custom Data 0 Not Prioritized

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...
over 1 year ago in Timeline 0 Not Prioritized

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...
over 1 year ago in 4. Engagement (VMS) 1 Under Consideration

Merging "opted out" of email interests

When merging duplicate constituent records, I noticed that under Communication Restrictions, a "Do Not Mail" restriction was carried over from one profile to another, but an "Opted Out" under Email Interests was not. This should be a field that ta...
about 2 years ago in Merge Duplicates 2 Not Prioritized

Ability to add pledges on the mobile app

We are able to add tasks and accept payments on the go, however we should be able to add pledges.
over 1 year ago in Mobile App 0 Under Consideration

Add option for expiry dates on qualifications.

No description provided
9 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Bulk update acknowledgement letter on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the letters for the transactions as well. Could save a lot of time.
over 1 year ago in Bulk Update 0 Not Prioritized

Give every row in an import the same value (like fund)

When every row in your file should have the same value applied (eg they're all gifts to the General fund), it would be helpful to indicate that as part of the import template or while running an import so that you don't have to manually add that i...
over 2 years ago in Import 0 Not Prioritized