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 ...
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.
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...
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...