NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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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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All Requests

Showing 919

Copy Import Template

The ability to copy an import file would be helpful. At times we need a copy of an import file to make small changes to (but keep both).
over 2 years ago in Import 0 Not Prioritized

Confirmation step when deleting an import template

On "imports" the "delete" option and the "cancel" option are next to each other. If delete is selected, you do not get the pop up asking if you are sure you want to delete like you do when deleting a constituent. It would be great to get the same ...
over 2 years ago in Import 0 Not Prioritized

Option to give a standard user access to custom data settings

Option to give standard users access to custom data settings so they can create and clean out values without being an Admin. Custom Data settings includes: Custom fields Fund list Campaign list Appeal list Tributes list Relationship roles list
over 2 years ago in Users 0 Not Prioritized

Download a pdf copy of the import file for a recently processed import

Confirmations of imports are good to double check amounts as well as constituents. Because right now they are only available in excel format, it allows changes to be made. A PDF format would create a report without changes
over 2 years ago in Import 0 Not Prioritized

Customize the names of the system-defined groups

Groups is a good feature, but I would like to edit the Bloomerang-created group names
over 2 years ago in Groups 0 Not Prioritized

Import constituent profile pictures and link them to the appropriate constituent

Mass upload pictures to constituent's timeline, specifically upload a different picture to each constitutent in our base
over 2 years ago in Import 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
over 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...
over 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.
over 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