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NEW 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
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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Showing 943

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

Easier way to target a communication to constituents whose gift schedule is not automatically renewing

Easier way to target a communication to constituents whose gift schedule is not automatically renewing. The current workflow to filter for transactions whose payment method is "None" is unintuitive.
over 1 year ago in Donor Communications / Filters 0 Not Prioritized

Clarify UX to create a new payment (currently requires clicking "New Donation")

Clarify dropdown options for creating new transactions. It can be confusing to select "New Donation" in order to add a pledge payment, recurring donation payment, or membership dues payment.
over 1 year ago in Summary & Header / Transactions 0 Not Prioritized

Navigate to Bloomerang hosted form from within the form workflow

Navigate to Bloomerang hosted form from within the form workflow
over 1 year ago in Online Fundraising 0 Not Prioritized

Bulk deactivate/reactivate all membership levels

Bulk deactivate/reactivate all membership levels
over 1 year ago in Bulk Update / Custom Data 0 Not Prioritized

Support multiple membership levels with the same name

Support multiple membership levels with the same name
over 1 year ago in Custom Data 0 Not Prioritized

Membership summary fields in constituent emails, letters, and reports

Membership summary fields in constituent emails, letters, and reports
over 1 year ago in Column Data / Email / Letters 0 Not Prioritized