NEW FEATURE REQUEST

Pinned feature request

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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...
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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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Constituents

Showing 166

Manage an organization's primary contact easily in a list of all organization contacts

See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
almost 2 years ago in Profile 1 Not Prioritized

Consolidate the different timeline views

Eliminate the need to switch between "Timeline View" and "List View" in order to see relevant information.
over 1 year ago in Timeline 1 Under Consideration

See full transaction list from constituent's record

Easily see a full list of all transactions for a constituent, without juggling the timeline and list views, or creating a report query.
almost 3 years ago in Timeline 3 Not Prioritized

Create a new household via imports

Use the information from an external source to create households in Bloomerang.
over 3 years ago in Import / Relationship & Households 5 Not Prioritized

Flexible options in the gender field

Collecting a constituent's gender isn't a commonly used data point for most fundraisers - but for those who do find it useful, you often need more flexible options than just "male" and "female". This idea would free up the Gender options either by...
almost 3 years ago in Profile 9 Not Prioritized

Default the Address, Email, and Phone types for new Organization constituents to "Work" instead of "Home"

When you create an organization constituent, you shouldn’t have to manually change the contact information from “Home” to “Work”.
almost 3 years ago in Profile 3 Not Prioritized

Notify me when a donor has died.

Please notify me when Bloomerang has marked a donor 'deceased' so that I can verify the information.
about 2 years ago in Profile 0 Not Prioritized

Save changes on the constituent profile without scrolling to the top of the page

Save changes on the constituent profile without scrolling to the top of the page
about 2 years ago in Profile 2 Not Prioritized

Track County as part of a constituent's address

Some of our employees utilize counties when they are plotting out their constituent visits. It's helpful to know what county a city is in when doing this.
over 1 year ago in Profile 3 Not Prioritized

Attach files to a constituent profile

Upload a file attachment to a constituent without linking it to a transaction, interaction, or timeline note.
about 2 years ago in Profile 2 Not Prioritized