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Pinned feature request

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 ...
PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...

Constituents

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Portfolio Work Center

Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
almost 3 years ago in Profile 14 In Progress

Track pronouns on constituents

Track pronouns in a built-in field, rather than relying on custom fields, prefixes, or gender.
over 2 years ago in Profile 5 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 3 years ago in Relationship & Households 5 Not Prioritized

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 2 years ago in Profile 2 Not Prioritized

Add the ability to set a parent company for individual business locations

It would be helpful to those nonprofits who receive donations from local stores to be able to link those stores with their parent company. That way, we could easily see the overall donation data for a company, while still being able to credit the ...
5 months ago in Constituents 1 Not Prioritized

See all of a household's interactions, notes, and transactions on a household member's timeline

When opening the profile for a constituent who is in a household, you should be able to see their household's combined giving level so that you don't underestimate their giving.
over 3 years ago in Relationship & Households 3 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 2 years ago in Search 3 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 2 years ago in Profile 5 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...
over 2 years ago in Profile 2 Not Prioritized

See relevant custom fields at the top of a constituent's record

Move your most valuable custom fields to a more visible position on the Profile or Summary so the information you find most useful is easy to see, instead of at the bottom of the profile.
almost 3 years ago in Summary & Header 1 Not Prioritized