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NEW FEATURE REQUEST

Pinned feature request

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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...
PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.

All Requests

Showing 759 of 759

See filters for bulk update

Whenever a bulk update is processed, the filters used cannot be seen, only what was updated.
about 1 year ago in Bulk Update 0 Not Prioritized

Drag files

It would be great if we could drag a file to be attached instead of having to "Add File" and then search through my MANY folders!
over 2 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

Stop including primary contact's name in salutation fields for organizations

When an organization is added and we also include a Primary Contact, the Basic Info partially automatically populates with the primary contact's information. The primary contact is there so we know who the primary contact is, that is not the name ...
over 2 years ago in Profile 0 Not Prioritized

Show full contact information on tasks

When I click on a task, the window that pops up contains only email and not an address, which is the piece of information I need. I preferred the previous version, where it opened the task in the constituent's record.
over 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Make profile pictures bigger

The pictures of donor are so small. It would be awesome if they could be bigger.
over 2 years ago in Profile 0 Not Prioritized

đŸ“±Constituent Merge on Mobile

Allow merging constituents in mobile
over 2 years ago in Mobile App 0 Under Consideration

Option to give a standard user access to only view & edit reports in specific folders

Have the ability to create folders in 'Reports' that can have user permissions (some users can access the folder and some can't) This is useful because it would make it much easier to organize and find reports. The user permission came up from a c...
over 2 years ago in Reporting  / Users 0 Not Prioritized

Improve Error Messaging When Mapping Import Fields

I had created a custom Constituent field with type of Date When I went to map the field in the import wizard, I was getting an empty drop-down where you would select the field from the CSV. After consulting with Support, they told me that it was b...
over 2 years ago in Import 1 Not Prioritized

Bloomerang Volunteer: syncing opportunity level details

When records sync from Bloomerang Volunteeer to Bloomerang, it would be helpful to also sync what opportunity volunteers are involved with or what tags are assigned. Our organization does not use shifts, so it would be helpful for us to see in Blo...
about 1 year ago in VMS Integrations & API 0 Under Consideration

"I forgot my username" option on the login page

Adding an "I forgot my username" option would let you & your teammates look up you username on your own without sending an email to the support team.
about 1 year ago in Users 0 Not Prioritized