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 ...
Share feedback 2

Constituents

Showing 163

Change search type after entering search string

It would be nice to be able to type into the top search bar and then select from the drop down (address/name/etc) without it clearing the search bar (instead of needing to select the drop down before typing anything in the search bar)
about 1 year ago in Search 0 Not Prioritized

Add prefix when adding new constituent via BCC feature

If adding a constituent using the BCC feature, you are currently only able to add the first and last name. When going into their profile, you have to add their title (prefix) and then adjust that in each of th name fields. It is extra work and cou...
over 2 years ago in 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
about 1 year ago in Profile 0 Not Prioritized

Make basic info fields required

Would be helpful to be able to manipulate which basic info fields are required for a constituent, i.e. to require title would be great
over 2 years 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.
about 1 year 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.
about 1 year 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)
over 1 year 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 ...
over 1 year 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 ...
over 1 year ago in Profile 0 Not Prioritized

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

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