Bulk update relationships for multiple constituents
I would like to be able to update existing relationships for many constituents at once by setting filter criteria for one or both constituents in the relationships. Example: update all Father-Son relationships to Parent-Child.
about 20 hours ago
in Bulk Update
0
Not Prioritized
Bulk create interactions without importing or using communications workflows
Did you send a newsletter outside Bloomerang and want to log the interaction on many constituents at once? This idea would explore ways to do that without exporting and importing files.
Selectively keep some information from the merged constituent when merging duplicates
When merging two duplicate constituents, keep some information from the original record (created date and account number, for example) and some details from the newly created record (primary address, for example).