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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.

Constituents

Showing 164

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.
7 months ago in Timeline 0 Not Prioritized

Track just the month and date of a birthday, without the year

Track just the month and date of a birthday, without the year, so that you can segment birthday communications without collecting full birthdates, filling in fake years, or using custom fields.
over 1 year ago in Profile 2 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.
6 months ago in Timeline 0 Not Prioritized

Option to edit an address for multiple household members

When you edit an address to a constituent who is in a household, provide an option to edit any identical addresses on the other members of the household at the same time.
about 2 years ago in Relationship & Households 2 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
over 1 year ago in Profile 2 Not Prioritized

More options in the prefix (title) field

Expand the available options in the Title field to support a wider range of military, religious, or other types of titles.
almost 2 years ago in Profile 1 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 ...
about 1 year ago in Timeline 1 In Progress

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 2 years ago in Timeline 3 Not Prioritized

Add a relationship audit trail

ability to see the date created/modified and the user who created/modified a relationship. This information should be available in the application and in the data extract.
4 months ago in Relationship & Households 0 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.
over 1 year ago in Profile 0 Not Prioritized