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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 867

Bulk update transaction method

Mass update transaction method so you can update the labeling for past transactions when you realize they weren't entered accurately or to use recently added method options.
almost 2 years ago in Bulk Update 1 Not Prioritized

Improve navigation to Active Tasks page

Improve navigation to Active Tasks page so it's easier to reach and begin working with your assigned tasks.
almost 2 years ago in Donor Communications / Email / Task Management 0 Not Prioritized

Delete a fund

Delete a fund so that you can have a clean list of fund names
almost 2 years ago in Custom Data 0 Not Prioritized

Bulk update constituent communication preferences

Mass update communication preferences field so that you don't need to manually update the communication preferences or make your changes in a csv and import them.
almost 2 years ago in Bulk Update 0 Not Prioritized

Prompt user to add a note when they change a constituent to Inactive

Prompt user to add a note when they change a constituent to Inactive so you can collect institutional knowledge about why constituents have been deactivated in the past.
almost 2 years ago in Profile 0 Not Prioritized

Enhance constituent audit trail to show each time the constituent was updated

More granular audit trail of each time a constituent is updated so that you can see each time the constituent was updated, not just the most recent update date.
almost 2 years ago in Profile 0 Not Prioritized

Customize the formula for formal names for your organization

Customize the formula for formal names for your organization so you can get the precise naming conventions you prefer without updating all the formal names by hand or via an import.
almost 2 years ago in Profile 0 Not Prioritized

See if a transaction has been refunded on the timeline

See if a transaction has been refunded when you view the timeline, without having to open the transaction.
almost 2 years ago in Timeline 0 Not Prioritized

Ability to add in a custom field and check box so that when it's checked it would send out an email notification to an Honeree designated in the field for a donation.

It would allow donations to be made in the name of someone else as a gift, and if the email sent out was able to be scheduled, at least to the day, even better. We often have people wishing to make scholarship donations as graduation presents, or ...
12 months ago in Online Fundraising 0 Not Prioritized

Schedule Number-based Groups

I'm currently working with multiple shifts where we recruit volunteers to sign up for either one shift or select many shifts (under one Opportunity). We also have different workplace groups that want to sign up as well. Challenges: I can create a ...
12 months ago in 3. Scheduling & Placement (VMS) 0 Under Consideration