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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All Requests

Showing 852 of 852

Spell check feature

There are a lot of input fields in the VMS, it would be extremely helpful to have any of the public facing fields include spell check to save us time and ensure professionalism to our audience.
4 months ago in 4. Engagement (VMS) 0 Under Consideration

Use state abbreviations instead of full state names

Bloomerang Volunteer's odd use of full state names rather that state abbreviations is overriding our database with each sync. Because the VMS field is not the abbreviation it fails on sync. I can't think of a use case where I need the full state n...
6 months ago in VMS Integrations & API 0 Under Consideration

Option to give a standard user view only access to Letters area

Option to give a standard user view only access to Letters area so that they can see relevant information about letters in order to do their work but not edit the letters.
7 months ago in Letters / Users 0 Not Prioritized

Give standard users access to add notes and interactions but not edit constituent profiles

We'd like to assign "stewards" for constituents who can then add notes, interactions, etc to the constituent accounts but not have the ability to edit the profiles (at least until they have enough familiarity with the system). Our old CRM stored c...
10 months ago in Users 0 Not Prioritized

Bulk Remove from Volunteer's Schedule

Sometimes, volunteers will tell me that they will be unable to volunteer and would like me to remove them from the schedule. Currently, if you want to delete more than one shift, you have remove them one by one. It would be useful to be able to se...
10 months ago in 3. Scheduling & Placement (VMS) 3 Already exists

Make it easier to add a constituent to a static group

Make it easier to add a constituent to a group
10 months ago in Groups 0 Not Prioritized

More intuitive name for the "Impact/Cultivation" purpose

The "Impact/Cultivation" purpose is intended to be used for all the relationship building conversations you have with a donor that don't include an ask and aren't acknowledging specific donations. Renaming that purpose to something that makes that...
10 months ago in Timeline 0 Not Prioritized

Automatically see a group of lapsed members

Automatically see a group of lapsed members
12 months ago in Groups 0 Not Prioritized

Dynamic group for all members, not just active members in each level

Dynamic group for all members. Possible ideas: Include all current members, or all members Drilldown filter for membership status Drilldown filter for membership level
about 1 year ago in Groups 0 Not Prioritized

Invoice tracking

Track invoices as a distinct communication type, separate from pledge reminders. Example features: Track whether a gift schedule has received an invoice Track the date the most recent invoice was sent Export the invoice date to a file for accounti...
about 1 year ago in Donor Communications 0 Not Prioritized