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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...
PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles

All Requests

Showing 919

Advance settings for automated emails to help with screening/training

We want to streamline our volunteer screening process by automating email communications. As volunteers progress or want to gain access to other opportunities they do not have the training form, we want to have the ability to add a tag or qualific...
7 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...
10 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.
11 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...
about 1 year 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...
about 1 year ago in 3. Scheduling & Placement (VMS) 4 Already exists

Make it easier to add a constituent to a static group

Make it easier to add a constituent to a group
about 1 year 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...
about 1 year ago in Timeline 1 Not Prioritized

Automatically see a group of lapsed members

Automatically see a group of lapsed members
over 1 year 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
over 1 year ago in Groups 0 Not Prioritized

Calculate a member's join date & how many years they've been a member

Calculate a member's join date & how many years they've been a member
over 1 year ago in Calculation and Analysis Tools 0 Not Prioritized