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

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
over 1 year ago in Profile 4 Not Prioritized

Preview phone number formatting before saving new number

When you add a phone number, the system automatically formats the number like (xxx) xxx-xxxx. However, you can't see the formatting before you save. This idea would let you preview the formatting as you enter a new number, which could make data en...
29 days ago in Profile 0 Not Prioritized

Stronger visual distinction between timeline items

Stronger visual distinction between different kinds of activity on the timeline page. Examples: Make schedule transactions (like pledges, recurring donation schedules, and membership schedules) easier to distinguish from payments (like donations, ...
about 2 years ago in Timeline 0 Under Consideration

Way to add a new constituent from any page

Way to add a new constituent from any page so you don't have to navigate to the Constituent dashboard.
over 1 year ago in Profile 1 Not Prioritized

See custom fields on a constituent's profile without scrolling

A way to see some of your constituent custom fields (perhaps all of them, depending on how few you track) without scrolling past the built-in fields.
11 months ago in Profile 2 Not Prioritized

Prospect Pipeline/Moves Management/Major Gifts

Product functionality to support a stewardship pipeline for major gift prospects, rather than relying on custom fields. Examples might include: Tracking the stage of the cultivation process a prospect is in Assigning prospects to different solicit...
about 2 years ago in Profile 14 Under Consideration

See constituents who most uniquely match my search string above other matches

Changes to the order search results are displayed to display the strongest/most unique matches above partial or fuzzy matches.
over 1 year ago in Search 3 Not Prioritized

Option to add a new address to all household members

When you add a new address to a constituent who is in a household, provide an option to add that address to all the other members of the household at the same time.
about 2 years ago in Relationship & Households 2 Not Prioritized

Mark whether an email address is bad/inactive

Mark when an email address is not bad so that you can continue to send mass emails to that constituent without contacting Bloomerang support. Or manually mark an email address as bad if it hasn't been caught by the email cleansing feature.
over 1 year ago in Profile 1 Not Prioritized

Improvements to tracking which donors want to be anonymous

Potential improvements for streamlining data entry and consistency for situations where a donor does not want to be publicly recognized. Updating the recognition name to "Anonymous" seems to be useful, but not easy to figure out or standardize. Po...
almost 2 years ago in Profile 2 Not Prioritized