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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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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Constituents

Showing 164

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

"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 2 years ago in Profile 0 Not Prioritized

Prompt user to add a note when they change a constituent to Inactive

Prompt user to add a note when they change a constituent to Inactive so you can collect institutional knowledge about why constituents have been deactivated in the past.
over 1 year ago in Profile 0 Not Prioritized

See volunteer interaction details on timeline

See details about an interaction's volunteer activity or hours on the timeline without having to open the interaction.
over 1 year ago in Timeline 0 Not Prioritized

See if a transaction has been refunded on the timeline

See if a transaction has been refunded when you view the timeline, without having to open the transaction.
over 1 year ago in Timeline 0 Not Prioritized

See the names of soft creditees associated with a transaction on the timeline

present more details on timeline transaction summary block to indicate Soft Credit with constituent name. Use a symbol to reflect soft credit instead of text to save space. The more details you place in the block the better. Just give an option to...
almost 2 years ago in Timeline 0 Not Prioritized

Make Preferred Channel Pick Multiple

This is useful because I want to see all of the preferred channels for each individual constituent.
almost 2 years ago in Profile 0 Not Prioritized

Create a constituent in the soft credit workflow

I would like to be able to create a constituent from the soft credit menu when recording a donation. Currently, I have to open a new window/tab and create the constituent there. Integrating a quick constituent creation within the current soft cred...
almost 2 years 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
about 2 years ago in Profile 0 Not Prioritized

Deactivate all members of a household more efficiently

It would be extremely helpful to have the option to make a household inactive instead of having to go to each individual in a household and click them as inactive.
over 2 years ago in Relationship & Households 1 Not Prioritized