Pinned feature request
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
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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6
VOTE
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...
0
Not Prioritized
56
VOTE
24
VOTE
Ability to create a constituent summary / one-pager report
Sometimes I need a physical version of a constituent's profile, but there's not an easy way to get giving or other constituent information into a printable format. I would like to have the option to create a report where selected giving, contact, ...
1
Not Prioritized
25
VOTE
Ability to Lock my report from editing by other users
I need the ability to limit other users from editing my report. Some reasons why I need this: I have a very complex set of filters that I don't want changed I have the report scheduled to send and need to ensure it's not changed before it's sent
1
Under Consideration
47
VOTE
Built in support for tracking grant applications & reports
Improved support for grant applications and staying on top of reporting deadlines. Example capabilities: Track proposal stages Relate tasks to grant applications Track reporting deadlines for funders Grant-specific purposes
2
Not Prioritized
14
VOTE
Support for tracking earned revenue
Bloomerang currently specializes in charitable donation revenue, particularly from individual donors. There's not currently a way to track earned revenue. Examples: Gift shop sales, tuition fees, rent, registration fees, performing arts' ticket sales
1
Not Prioritized
47
VOTE
Selectively keep some information from the merged constituent when merging duplicates
When merging two duplicate constituents, keep some information from the original record (created date and account number, for example) and some details from the newly created record (primary address, for example).
1
Not Prioritized
1
VOTE
Master View of everyone currently checked-in to volunteer on one screen
At the end of the day, I have to currently log in to each shift and manually check if someone is still logged in. On a busy, day, like Mondays this may be up to 7 different shifts across multiple opportunities. I would like to have a master list o...
1
Under Consideration
47
VOTE
31
VOTE