NEW FEATURE REQUEST

Data Tools

Showing 78
242 VOTE

Bulk update custom fields on constituents

Efficiently change a custom field value on multiple constituents at once.
almost 3 years ago in Bulk Update 9 Not Prioritized

Add option to create relationship in the merge duplicates tool

Add option to create relationships in the merge duplicates tool, e.g. employer and employee, husband and wife
3 months ago in Merge Duplicates 0 Not Prioritized

Bulk update the relationship manager on constituents

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

Bulk update custom fields on transactions

Efficiently change a custom field value on multiple transactions at once.
almost 3 years ago in Bulk Update / Transactions 8 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.
almost 3 years ago in Merge Duplicates 3 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.
almost 3 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

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).
over 2 years ago in Merge Duplicates 1 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
over 2 years ago in Import 8 Not Prioritized

Import recurring payments

Connect imported transactions to existing recurring gift schedules so they're categorized as recurring payments (rather than donations).
almost 3 years ago in Import 2 Not Prioritized