NEW FEATURE REQUEST

Pinned feature request

PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
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PINNED 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...
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Constituents

Showing 164

See informal name in the constituent header

See informal name in the constituent header without having to go to the Profile page.
over 1 year ago in Summary & Header 1 Not Prioritized

See attachment indicator on the timeline

See if a transaction, interaction, or note has an attachment when you view the timeline, without having to filter for items that have attachments.
over 1 year ago in Timeline 0 Not Prioritized

Copy address from the profile header

A way to copy the full address from a constituent's profile header so that you can paste it in another place without needing to drag your cursor to select just the address.
11 months ago in Summary & Header 0 Not Prioritized

Create a constituent from the relationship screen

It would make sense and save time that if you search for a constituent in the relationship screen and are unable to find them then you could have the option to add them, otherwise you have to back out of it and go to a whole new screen to add them...
almost 2 years ago in Relationship & Households 2 Not Prioritized

Create a letter for a constituent directly on their timeline

Creating a letter for one constituent is a hassle because you have to go into the Letters section of Bloomerang and change the filter every time you need to run one letter for one constituent. (These are letters outside of transactions.) If you co...
over 1 year ago in Letters / Profile 1 Not Prioritized

Update the default relationship role options

Update the default relationship role options so that you can use roles like "sibling", "child", or "spouse" without first adding them in custom data settings.
4 months ago in Custom Data / Relationship & Households 0 Not Prioritized

Use State Abbreviations

It would be extremely helpful to use State abbreviations instead of the full name when adding a new address. Most new addresses are found with the donation in the abbreviated format. I also do not have all of the abbreviations memorized.
12 months ago in Profile 2 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
4 months ago in Merge Duplicates / Profile 0 Not Prioritized

Customize the formula for recognition names for your organization

Customize the formula for recognition names for your organization so you can get the precise naming conventions you prefer without updating all the recognition names by hand or via an import.
over 1 year ago in Profile 0 Not Prioritized

See primary contact name in the constituent header

See primary contact name in the constituent header so you don't have to check on the Profile page.
over 1 year ago in Summary & Header 1 Not Prioritized