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NEW FEATURE REQUEST

Pinned feature request

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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.
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 508

Manage an organization's primary contact easily in a list of all organization contacts

See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
over 1 year ago in Profile 1 Not Prioritized

Smarter salutation name defaults when creating a new household

When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
7 months ago in Relationship & Households 1 Not Prioritized

Apply third part gifts (soft credits) to recurring donation schedules

When a donor sends regular recurring payments through their donor advised fund, you can currently track the donation from the donor-advised fund, and give soft credit to the donor. This idea would also let you apply that soft credit to a recurring...
over 2 years ago in Transactions 9 Not Prioritized

See full transaction list from constituent's record

Easily see a full list of all transactions for a constituent, without juggling the timeline and list views, or creating a report query.
over 2 years ago in Timeline 3 Not Prioritized

Header/Footer option in Letters

Add the option of a header and footer when creating letters.
about 3 years ago in Donor Communications / Letters 8 Not Prioritized

Customize included/excluded transaction types from First, Largest, and Latest Transaction columns

This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...
3 months ago in Calculation and Analysis Tools 0 Not Prioritized

Easier way to move constituents from one group to another

Easier way to move constituents from one group to another, for example updating someone from "Board Member" to "Former Board Member"
11 months ago in Groups 0 Not Prioritized

Flexible options in the gender field

Collecting a constituent's gender isn't a commonly used data point for most fundraisers - but for those who do find it useful, you often need more flexible options than just "male" and "female". This idea would free up the Gender options either by...
over 2 years ago in Profile 9 Not Prioritized

Create envelope when printing an individual letter

It would be great - upon manually entering a donation or acknowledging a donation to add a print option for the envelope as well - not just the Thank you/Acknowledgement letter.
over 2 years ago in Donor Communications / Letters 5 Not Prioritized

Improve image organization in email file manager

Improve image organization in email file manager so that you can find relevant images more easily.
almost 2 years ago in Donor Communications / Email 5 Not Prioritized