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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 ...
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A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.

All Requests

Showing 831

Way for members to manage their memberships in the Donor Portal

Way for members to manage their memberships in the Donor Portal
11 months ago in Online Fundraising 0 Not Prioritized

Ability to schedule email delivery for every 2 weeks.

Increase the available options for frequency from Daily, Weekly, Monthly, Once to include option for Every 2nd Wednesday (for example). This will account for emails that get sent out every 2 weeks.
11 months ago in 4. Engagement (VMS) 0 Under Consideration

Display search results by sort name, not full name

If I'm looking for Mary Doe's account, it's much easier to see Doe, Mary than Mary Doe.
almost 2 years ago in Search 0 Not Prioritized

See which letters have unacknowledged gifts

Could the letters show how many are pending or waiting to be processed. You have to go into 8-10 letters just to see if you have any letters to process. It shows what has been processed recently but would be more helpful to see what is in the queue.
almost 3 years ago in Donor Communications / Letters 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!
almost 3 years ago in Donor Communications / Email / Timeline 0 Not Prioritized

Standard user permission for Forms

Option to give a standard user access to the Communications area overall, but not have access to Forms.
almost 2 years ago in Users 1 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 ...
almost 3 years ago in Profile 0 Not Prioritized

Expand/Modify timeframe constituent summary

Hi, is it possible to expand the years shown on constituent giving summaries on their summary page? I'd like to see their summary starting from 2012 at a glance rather than make multiple clicks through their full timeline.
almost 2 years ago in Summary & Header 0 Not Prioritized

Create a Task from the Acknowledgement Section of a Transaction

If we could create a task from the acknowledgment section of a transaction then we could assign volunteers to thank the donor for specific donations and that interaction would be recorded with the donation. Right now this process is much more invo...
almost 3 years ago in Task Management / Transactions 0 Not Prioritized

Allow attachments on tribute records

Adding an attachment section would enable us to attach relevant documents, such as an obituary on a memorial record.
almost 2 years ago in Tributes 0 Not Prioritized