Pinned feature request
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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
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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2
VOTE
Getting notified when someone else writes a note to a task that I created
When I put in atask for someone else and they want to add to the task through adding in the notes or if they wish to mark it as complete, I would like to be notified since I was the one who initially created the task.
1
Not Prioritized
1
VOTE
Need to be able to control email preview header text
I don't want every email preview header text to start with "make a donation" because our masthead has a donate button. We will have to redesign it. This is a rather aggravating non feature of your email program. In other platforms we use the previ...
0
Not Prioritized
1
VOTE
1
VOTE
Merge field for notes/comments from the donor to the tribute notificant
Some tribute donors include a personal note to be shared with the notificant. We would like a way to automate adding these to the Tribute Letter. The easiest way to do that would be if we had the ability to select the Transaction Note field to be ...
0
Not Prioritized
2
VOTE
View constituent summary charts as fiscal year
I'm not sure it this fits better into DataViz or Constituent Management for the category but chose DataViz since it's about a graph on a donor's record. I would really benefit from being able to see the 10-year giving summary in a FY graph in addi...
0
Not Prioritized
2
VOTE
Volunteer activity form: remove requirement for volunteer to enter mailing address
We use the volunteer activity form on our website. Please remove the requirement for volunteers to enter their mailing address every time they enter volunteer activity. On the volunteer signup form it makes sense, but not everytime there is activi...
0
Under Consideration
1
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...
0
Not Prioritized
1
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...
1
Not Prioritized
1
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...
0
Under Consideration