NEW FEATURE REQUEST

Pinned feature request

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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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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Constituents

Showing 164

Expand/Modify timeframe constituent summary

Hi, is it possible to expand the years shown on constituent giving summaries on their summary page? I'd like to see their summary starting from 2012 at a glance rather than make multiple clicks through their full timeline.
over 1 year ago in Summary & Header 0 Not Prioritized

Additional options in the preferred communication channel

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

Track the data source for each piece of contact information

Track the data source for each piece of contact information so that you can gauge it's accuracy based on whether it was provided by the constituent or was looked up internally
10 months ago in Profile 0 Not Prioritized

Multiple Website Links

Add the ability to add multiple website links under the Personal Information section for Constituents
over 1 year ago in Profile 0 Not Prioritized

Track which constituents are not potential donors

Track which constituents are not potential donors so they can be excluded from the prospective donor group without being deactivated.
11 months ago in Groups / Profile 0 Not Prioritized

Set default address values when adding constituents

Enable default values to be saved when adding constituents, specifically the ability to save city, state, zip to New Constituent field, since 99% of our constituents are from one city.
11 months ago in Profile 0 Not Prioritized

Search for a constituent based on just the email domain

On email search, allow the domain to be searched (for example, for my email I could search @varietyiowa.com and it would pull up alicia@varietyiowa.com)
11 months ago in Search 1 Not Prioritized

Validate that birth dates are in the past

I would like to see improved error-handling for specific fields (or even user-defined fields) within Bloomerang at the point of entry. An example would be a system prompt for entering a DATE OF BIRTH in the future. Or it could be as simple as not ...
11 months ago in Profile 0 Not Prioritized

Verification check box for important dates on constituent records

Especially with integrated software like TrueGivers potentially adding birthdates to constituent records, it would be helpful to have a "Verification check box" in the Personal information section that we could "check" if a member of our team has ...
11 months ago in Profile 0 Not Prioritized

See transaction method on the timeline

Would it be possible to show on the constituent timeline when a GIK donation is made as a "GIK donation" instead of just a "donation"?
almost 2 years ago in Timeline 0 Not Prioritized