NEW FEATURE REQUEST

Profile

Showing 64 of 867

Preview phone number formatting before saving new number

When you add a phone number, the system automatically formats the number like (xxx) xxx-xxxx. However, you can't see the formatting before you save. This idea would let you preview the formatting as you enter a new number, which could make data en...
7 months ago in Profile 0 Not Prioritized

When opening an Add New Constituent dialog, put cursor in First Name box.

When opening a new data entry form, put an active cursor in the first field.
7 months ago in Profile 0 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
10 months ago in Merge Duplicates / Profile 0 Not Prioritized

See an alert on the constituent profile if they have any potential duplicates

See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.
11 months ago in Merge Duplicates / Profile 0 Not Prioritized

Support multiple suffixes on a constituent

Support multiple suffixes on a constituent so that you can track multiple professional certifications in the suffix field, rather than relying on tracking the suffixes as part of the salutation names.
about 1 year ago in Profile 1 Not Prioritized

Configure the new constituent data entry screen to not display every field

Configure the new constituent data entry screen to not display every field so that you can more easily focus on the fields you want to fill out consistently.
about 1 year ago in Profile 0 Not Prioritized

Edit a constituent's sort name

Edit a constituent's sort name so that you can define where they should show up in a report that's sorted by sort name.
about 1 year ago in Profile 1 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
about 1 year ago in Donor Communications / Profile 0 Not Prioritized

Create new organization contacts when using BCC Bloomerang to track a communication with an employee

Create new organization contacts when using BCC Bloomerang to track a communication with an employee. For example, the system could recognize the domain matches an existing organization constituent, create a constituent for the employee, and relat...
about 1 year ago in Donor Communications / Profile 0 Not Prioritized

Track the data source for each piece of contact information

Track the data source for each piece of contact information so that you can gauge it's accuracy based on whether it was provided by the constituent or was looked up internally
about 1 year ago in Profile 0 Not Prioritized