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

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 ...
almost 3 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.
almost 3 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
almost 3 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...
almost 3 years ago in Transactions 0 Not Prioritized

Increase limit for bulk tasks

Please increase the bulk task limit to more than 1000 per bulk task.
about 3 years ago in Donor Communications / Email 0 Not Prioritized

Increase size of note attachments allowed

I can't attach all of the documentation.
about 3 years ago in Timeline 0 Not Prioritized

Track whether membership benefits have been delivered

When a membership comes with physical benefits, I want a way to track whether the benefits have been delivered so I can be confident the member received them and identify members who haven't received their benefits yet.
4 months ago in Transactions 0 Not Prioritized

Streamline user's time zone selection

There could be an faster way to set a user's time zone so you can spend less time scrolling through the list. This might cover both when you're creating a new user, and when you're updating an existing user's time zone (including your own). Potent...
4 months ago in Users 0 Not Prioritized

Button for organization form questions to automatically be used at opportunity level

I would like to be able to use the exact same form questions across the board for every opportunity. Perhaps a button to select "use organization form for all opportunities." Managing the form for every opportunity seems like an unnecessary step.
5 months ago in 2. Qualifying, Screening, & Records (VMS) 1 Already exists

Saved signature for emails

The ability to save a signature like in your professional email when sending communications through the VMS emails. This way you don't have to type it every time and volunteers are provided with all the contact information we normally want them to...
7 months ago in 4. Engagement (VMS) 0 Under Consideration