NEW FEATURE REQUEST

Relationship & Households

Showing 21

Make it clearer that users can create custom relationship roles

Make it clearer that users can create custom relationship roles
about 1 month ago in Custom Data / Relationship & Households 0 In Progress

Show Relationship Note in the list of Relationships

When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
2 months ago in Relationship & Households 1 Not Prioritized
103 VOTE

Better workflow when household member becomes deceased

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
about 2 years ago in Relationship & Households 4 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
4 months ago in Bulk Update / Relationship & Households 3 Not Prioritized

Smarter salutation name defaults when creating a new household

When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
3 months ago in Relationship & Households 1 Not Prioritized

Option to add a new address to all household members

When you add a new address to a constituent who is in a household, provide an option to add that address to all the other members of the household at the same time.
over 2 years ago in Relationship & Households 3 Not Prioritized

See all of a household's interactions, notes, and transactions on a household member's timeline

When opening the profile for a constituent who is in a household, you should be able to see their household's combined giving level so that you don't underestimate their giving.
over 2 years ago in Relationship & Households 2 Under Consideration

Option to edit an address for multiple household members

When you edit an address to a constituent who is in a household, provide an option to edit any identical addresses on the other members of the household at the same time.
over 2 years ago in Relationship & Households 2 Not Prioritized

Create a new household via imports

Use the information from an external source to create households in Bloomerang.
over 2 years ago in Import / Relationship & Households 3 Not Prioritized

Add a relationship audit trail

ability to see the date created/modified and the user who created/modified a relationship. This information should be available in the application and in the data extract.
7 months ago in Relationship & Households 0 Not Prioritized