NEW FEATURE REQUEST

Pinned feature request

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...
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PINNED Navigation between platform products
A way to navigate to Qgiv and Bloomerang Volunteer without having to open a new browser tab or use a bookmark.
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All Requests

Showing 806

Ability to add more than one soft credit per constituent per transaction

Currently the soft credit feature is limited, allowing me to credit John Smith with only one soft credit per transaction. Issues arise when we get quarterly payments from funding partners (e.g. United Way) but John Smith has given monthly, therefo...
over 2 years ago in Transactions 0 Not Prioritized

Allow 8 digit date entry without slash, which then converts to eight digit date with slashes

It would be really helpful if dates for Notes (well any date field in the database really) could be entered simply by using the 8 digit date. For example, 03302022 which then converts to 03/30/2022 when you hit enter. The date field for entering d...
over 2 years ago in Platform (general) 0 Not Prioritized

Display notificants on transaction screen

When a gift is linked to a tribute, see the notificants easily so you know whether there are any and who they are.
over 2 years ago in Transactions 0 Not Prioritized

Deactivate all members of a household more efficiently

It would be extremely helpful to have the option to make a household inactive instead of having to go to each individual in a household and click them as inactive.
over 2 years ago in Relationship & Households 1 Not Prioritized

Increase limit for bulk tasks

Please increase the bulk task limit to more than 1000 per bulk task.
over 2 years ago in Donor Communications / Email 0 Not Prioritized

Increase size of note attachments allowed

I can't attach all of the documentation.
over 2 years ago in Timeline 0 Not Prioritized

Add "Note" field to split payment

When entering a split payment, include a "Note" field under the payment tab. Notes are available under the individual donations, but not under the "Payment" tab. Would be helpful to be able to add internal notes about payment methods/overall donat...
almost 3 years ago in Transactions 0 Not Prioritized

Open Features Portal in a new browser window

Please make the Features portal open in a new window like the other items that are in the ? menu do. It is a pain to lose the page you are working on when you click on it to report an issue. Very minor issue, but shoudl be a quick fix and add cons...
5 days ago in Home Dashboard 0 In Progress

Saved signature for emails

The ability to save a signature like in your professional email when sending communications through the VMS emails. This way you don't have to type it every time and volunteers are provided with all the contact information we normally want them to...
17 days ago in 4. Engagement (VMS) 0 Under Consideration

Advance settings for automated emails to help with screening/training

We want to streamline our volunteer screening process by automating email communications. As volunteers progress or want to gain access to other opportunities they do not have the training form, we want to have the ability to add a tag or qualific...
17 days ago in 4. Engagement (VMS) 0 Under Consideration