NEW FEATURE REQUEST

Pinned feature request

PINNED Timeline highlights should take into account soft credits
It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
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Constituents

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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

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.
over 1 year ago in Profile 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...
almost 2 years ago in Letters / Profile 1 Not Prioritized

Merge constituents from the profile without changing their type first

Merge an organization and individual constituent record from the profile page, without having to first change the constituent type for one of the records.
almost 3 years ago in Profile 0 Not Prioritized

Standardize and clarify household vs constituent grouping across reports and communications

Standardize and clarify household vs constituent grouping across reports and communications so that it's intuitive how to segment your lists and communications to go to a combined household without excluding constituents who aren't in households.
over 1 year ago in Relationship & Households / Reporting 1 Not Prioritized

Automatically update constituent data when a condition is met

Automatically update constituent data when a condition is met so that you don't have to rely on memory to track information consistently. examples: Change a constituent's status from inactive to active
over 1 year ago in Profile 0 Not Prioritized

Additional options in the preferred communication channel

Additional options in the preferred communication channel, such as video call or in person.
about 1 year ago in Donor Communications / Profile 0 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
about 1 year ago in Constituents / Import / Search 0 Not Prioritized

Different timeline icons for email and mass email

It would be great if the icons were different colors to indicate a mass email vs a regular email.
over 2 years ago in Timeline 0 Not Prioritized

Label the interaction with individual/organization name in timeline of household

Within the Household timeline of interactions there is the complied list of the interactions from each individual and organization in the timeline. By adding the name of the Organization or Individual to the interaction title automatically, then o...
over 1 year ago in Relationship & Households / Timeline Management 0 Not Prioritized