NEW FEATURE REQUEST

Data Tools

Showing 77
223 VOTE

Bulk update custom fields on constituents

Efficiently change a custom field value on multiple constituents at once.
over 2 years ago in Bulk Update 8 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
2 months ago in Bulk Update / Relationship & Households 2 Not Prioritized

Show a potential duplicate match even if only the names match

Show potential duplicates in the duplicate report for cases where the name matches, even if they don't have any contact information in common.
over 2 years ago in Merge Duplicates 3 Not Prioritized

Bulk update custom fields on transactions

Efficiently change a custom field value on multiple transactions at once.
over 2 years ago in Bulk Update / Transactions 6 Not Prioritized

Show a potential duplicate match even if only the addresses match

If two constituents have identical addresses but their names are spelled differently, show them as potential matches in the duplicate report.
over 2 years ago in Merge Duplicates 2 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.
over 2 years ago in Data Tools / Donor Communications 3 Not Prioritized

Bulk update constituents to be head of household

Bulk update constituents to be head of household
about 1 month ago in Bulk Update 0 Not Prioritized

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).
about 2 years ago in Merge Duplicates 0 Not Prioritized

Don't show potential duplicate matches between and individual and organization when they have an employee/employer relationship

We are receiving hundreds of possible duplicate between an individual and an organization because they match on a shared item like phone number, address, email that is listed in both. Many of our constituents are employees of businesses we work wi...
5 months ago in Merge Duplicates 0 Not Prioritized

Import soft credits from a spreadsheet

Create a single transaction and assign out soft credits for each individual donor listed in a spreadsheet. Examples: United Way, Network for Good, Benevity, YourCause
about 2 years ago in Import 8 Not Prioritized