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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

Showing 831

Don't show deceased constituents in search results

Be able to have a single file for all deceased donors. One would be able to find donors by their name - should that ever be necessary, but they would be in one file and would not show up on constituent searches
almost 3 years ago in Search 2 Not Prioritized

Import a link to which transactions an imported interaction acknowledges

After bulk importing interactions (whenever I send acknowledgements), it would be great if there were a way to automate that the most recent donation be marked as "acknowledged" and potentially that the acknowledgement interaction itself be attach...
over 1 year ago in Import 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...
almost 3 years ago in Import 1 Not Prioritized

"Unknown" type for phone and email

Description provided to Support: There does not appear to be a way to add additional Types for phone numbers and this has a significant impact to data cleanliness. I'm in the process of doing initial data migration into Bloomerang from the legacy ...
almost 3 years ago in Profile 0 Not Prioritized

Button to click "sign up for all shifts."

This request is for Bloomerang Volunteer. We would like volunteers to be able to select all shifts or signup for all shifts with one or two clicks. We have a few opportunities that last for 50 or more days and each day is a shift. People coming fo...
over 1 year ago in 3. Scheduling & Placement (VMS) 0 Under Consideration

User permission to prevent specific users from seeing specific constituent custom fields

Please create security around custom fields such as Windfall imports can only be seen by selected users.
over 1 year ago in Users 0 Not Prioritized

While sending an Email, donation acknowledgment, automatically send an email or generate a PDF to print if no email address is found.

While sending an Email, donation acknowledgment, automatically send an email or generate a PDF to print if no email address is found. 
over 1 year ago in Automation / Email 0 Not Prioritized

Retain data entered under New Donation when click Actions > Split Payment

When entering a split payment, I often start entering the date, amount and fund before realizing that it is a split payment. When clicking Actions > Split Payment, previously entered information is cleared. It would be helpful to retain the dat...
over 1 year ago in Transactions 0 Not Prioritized

Allow a standard user to design emails, but not adjust the filters or send

Allow a standard user to design emails, but not adjust the filters or send the email, so that they can provide assistance with content and visual design.
over 1 year ago in Users 0 Not Prioritized

See filters for bulk update

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