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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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

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)
9 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 ...
9 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 ...
9 months ago in Profile 0 Not Prioritized

Don't show deceased constituents in search results

Be able to have a single file for all deceased donors. One would be able to find donors by their name - should that ever be necessary, but they would be in one file and would not show up on constituent searches
over 2 years ago in Search 2 Not Prioritized

Sending multiple emails bcc and having those emails show up on timelines

I would love to be able to send emails bcc to multiple constituents (so that they can't see who is on the email thread), AND have that email show up on each of their individual timelines as an interaction. It's so disappointing that I have to put ...
10 months ago in Timeline 0 Not Prioritized

See a transaction's non-deductible amount on the timeline

See a transaction's non-deductible amount on the timeline
10 months ago in Timeline 1 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"?
over 1 year ago in Timeline 0 Not Prioritized

Built-in support for seasonal phone numbers

Since there is a "vacation" tag for addresses it would be nice to have a "vacation" tag for phone numbers, as some still do have "vacation" landlines that differ from their mobile and home phone numbers.
11 months ago in Profile 0 Not Prioritized

Don't show fields that are only relevant to individuals when creating a new organization

Why do we need things like birthdays or gender on an organizational profile? Is there not a way to customize the data we see depending on the profile type?
11 months ago in Profile 0 Not Prioritized