NEW FEATURE REQUEST

Pinned feature request

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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170 VOTE

Autofill City and State based on Zip Code

More quickly and accurately enter address information.
over 2 years ago in Profile 3 Not Prioritized
119 VOTE

Update all salutation name fields when changing a constituent's name

It would be useful when you make a spelling change to the constituent name that it would update in all the other name fields (formal name, envelope name etc)
about 2 years ago in Profile 2 Not Prioritized

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...
almost 3 years ago in Profile 14 In Progress

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
about 2 years ago in Profile 5 Not Prioritized

Way to add a new constituent from any page

Way to add a new constituent from any page so you don't have to navigate to the Constituent dashboard.
about 2 years ago in Profile 2 Not Prioritized

Mark whether an email address is bad/inactive

Mark when an email address is not bad so that you can continue to send mass emails to that constituent without contacting Bloomerang support. Or manually mark an email address as bad if it hasn't been caught by the email cleansing feature.
about 2 years ago in Profile 4 Not Prioritized

See custom fields on a constituent's profile without scrolling

A way to see some of your constituent custom fields (perhaps all of them, depending on how few you track) without scrolling past the built-in fields.
over 1 year ago in Profile 3 Not Prioritized

Improvements to tracking which donors want to be anonymous

Potential improvements for streamlining data entry and consistency for situations where a donor does not want to be publicly recognized. Updating the recognition name to "Anonymous" seems to be useful, but not easy to figure out or standardize. Po...
over 2 years ago in Profile 2 Not Prioritized

Distinguish between mailing/billing addresses and physical addresses

Distinguish between mailing/billing addresses and physical addresses so that you can send direct mail to the primary mailing/billing address but visit a constituent at their primary physical address.
about 2 years ago in Profile 2 Not Prioritized

Built-in support for seasonal addresses

Built-in support for seasonal addresses. Some ideas might include: A way for you to indicate the date range when an address is where a constituent prefers to receive mail Automatically changing which address is primary so you don't have to remember
over 2 years ago in Profile 3 Not Prioritized