NEW FEATURE REQUEST

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
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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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See the names of soft creditees associated with a transaction on the timeline

present more details on timeline transaction summary block to indicate Soft Credit with constituent name. Use a symbol to reflect soft credit instead of text to save space. The more details you place in the block the better. Just give an option to...
about 2 years ago in Timeline 0 Not Prioritized

Set up some transaction custom fields to only be available for in-kind gifts

Be able to add a custom field to the in kind donations
about 2 years ago in Transactions 0 Not Prioritized

Add a mortgage management solution for housing non-profits

Habitat for Humanity affiliates must each manage their own mortgages. Monthly payments consisting of principal and tax & insurance escrows must be recorded. With Evans help, I think I have a way to do that via the pledge feature. But, it would...
about 2 years ago in Platform (general) 0 Not Prioritized

Make Preferred Channel Pick Multiple

This is useful because I want to see all of the preferred channels for each individual constituent.
about 2 years ago in Profile 0 Not Prioritized

Create a constituent in the soft credit workflow

I would like to be able to create a constituent from the soft credit menu when recording a donation. Currently, I have to open a new window/tab and create the constituent there. Integrating a quick constituent creation within the current soft cred...
about 2 years ago in Profile 0 Not Prioritized

polease add a option to include an e-sign field in a form

if we could have a legally binding e-sign fields we could create forms for our volunteer contracts and others.
over 2 years ago in 2. Qualifying, Screening, & Records (VMS) 2 Already exists

Volunteer/Internship Applications Manager

It would be useful to have a portal or place where the flow of internship/volunteer applications are visible and therefore managed, giving us the access to review and accept applications. It would benefit Laura's House and the team working behind ...
over 2 years ago in 2. Qualifying, Screening, & Records (VMS) 0 Already exists

Tribute Notificant Letter merge field that lists just the donor names in a vertical list

This idea would be similar the donor address block merge field, but just listing the names. Target use case would be for users who want to share just the donor names (no addresses) and prefer the vertical formatting of the Donor Address Block.
over 2 years ago in Tributes 0 Not Prioritized

Accept files using a Bloomerang form

Allow for files to be uploaded via an online form into Bloomerang
over 2 years ago in Online Fundraising 0 Not Prioritized

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