NEW FEATURE REQUEST

Constituents

Showing 164

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)
over 1 year ago in Profile 0 Not Prioritized

Timeline highlights should take into account soft credits

It would be so much more useful if the Highlights on the Timeline would take into account any soft credits that a donor has given (via donor advised funds or whatever other mechanism). Right now we have several donors for whom the highlights read ...
over 1 year ago in Timeline 1 In Progress

Notify me when a donor has died.

Please notify me when Bloomerang has marked a donor 'deceased' so that I can verify the information.
over 1 year ago in Profile 0 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...
over 2 years ago in Profile 8 Not Prioritized

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.
about 2 years ago in Timeline 3 Not Prioritized

See Donor Groups in the constituent header or summary

See Donor Groups in the constituent header so you don't have to check on the Profile page to see if someone is New, Lapsed, etc.
over 1 year ago in Groups / Summary & Header 0 Under Consideration

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
over 1 year ago in Profile 2 Not Prioritized

Create a new household via imports

Use the information from an external source to create households in Bloomerang.
over 2 years ago in Import / Relationship & Households 3 Not Prioritized

Break apart the "Mail" interaction channel into separate options for bulk mailings vs personal mail

Break apart the "Mail" interaction channel into separate options for bulk mailings vs personal mail so that you categorize and analyze the personal interactions.
10 months ago in Timeline 0 Not Prioritized

Tell that a pledge is written off from the timeline

When looking at the timeline of a constituent - a written off pledge still shows the original pledge balance rather than the balance after write-off. This is deceiving unless you actually go into the transaction and see it has been written off.
9 months ago in Timeline 0 Not Prioritized