At the time we were considering Bloomerang, we emphasized the need to search our constituents by our institutions ID # and was told we could. During implementation, we learned that was not an option but could request it to be added as a Feature.
I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
View a constituent's name title on the Constituent Dashboard and search results
It is possible to have two donors with the same name and the only thing that distinguishes them is "Dr.". Can you add this to Search results and also to the top banner when viewing a constituent record.
Return cursor to search bar after searching or deleting search string
Please make the "Search for Constituents" bar a continuous active option. Instead of having to put my cursor back in the space and clicking on it, it should be actively still engaged in that space. i.e. When deleting a constituent to search for an...