Smarter salutation name defaults when creating a new household
When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
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...
over 2 years ago
in Profile
14
Under Consideration
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.
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.
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...
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.