NEW FEATURE REQUEST

Pinned feature request

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PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...
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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

Showing 167 of 919

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.
over 1 year ago in Groups / Profile 0 Not Prioritized

View constituent summary charts as fiscal year

I'm not sure it this fits better into DataViz or Constituent Management for the category but chose DataViz since it's about a graph on a donor's record. I would really benefit from being able to see the 10-year giving summary in a FY graph in addi...
about 3 years ago in Reporting  / Summary & Header 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.
over 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

"Unknown" type for phone and email

Description provided to Support: There does not appear to be a way to add additional Types for phone numbers and this has a significant impact to data cleanliness. I'm in the process of doing initial data migration into Bloomerang from the legacy ...
over 3 years 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

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.
over 1 year 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?
over 1 year ago in Profile 0 Not Prioritized