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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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All Requests

Showing 812

Add ability to preview (and edit) an email before sending from saved donation

The ability to generate emails (as well as letters) upon saving a donation is a nice new feature, but it would be significantly better if the email could be at least previewed and preferably edited before it is sent (similar to how letters are han...
4 months ago in Email 1 Not Prioritized

Show a potential duplicate match even if only the addresses match

If two constituents have identical addresses but their names are spelled differently, show them as potential matches in the duplicate report.
over 2 years ago in Merge Duplicates 2 Not Prioritized

Monthly membership renewal frequency

Support monthly payment frequencies for memberships so that members can sign up for monthly payments, not just annual payments.
9 months ago in Online Fundraising / Transactions 0 Under Consideration

Improvements to tracking which donors want to be anonymous

Potential improvements for streamlining data entry and consistency for situations where a donor does not want to be publicly recognized. Updating the recognition name to "Anonymous" seems to be useful, but not easy to figure out or standardize. Po...
about 2 years ago in Profile 2 Not Prioritized

volunteers see who else is signed up for a shift

We schedule 2-3 volunteers at a time throughout the day. We previously used a google sheet to keep track of everyone and our volunteers miss being able to see who they'd be working with before they commit to a shift. If there was an optional way f...
8 months ago in 3. Scheduling & Placement (VMS) 3 Under Consideration

Bulk create interactions without importing or using communications workflows

Did you send a newsletter outside Bloomerang and want to log the interaction on many constituents at once? This idea would explore ways to do that without exporting and importing files.
over 2 years ago in Data Tools / Donor Communications 3 Not Prioritized

Organization manager able to edit volunteer profile information

We use the registration form as a volunteer application. Those who sign up to volunteer with us a lot of times are not computer-savvy. To help them get into their account to update their information is very difficult. If they are not able to do th...
7 months ago in 2. Qualifying, Screening, & Records (VMS) 0 Under Consideration

Zip Code filtering - radius, range, geofence area, etc.

I need to be able to filter constituents based on their geographic location.
almost 2 years ago in Filters / Reporting 6 Under Consideration

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.
4 months ago in Relationship & Households 1 Not Prioritized

Enhance the "Store as Default Values" feature

Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
7 months ago in Transactions 0 Not Prioritized