NEW FEATURE REQUEST

Pinned feature request

PINNED 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 ...
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Constituents

Showing 166 of 918

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

See all interactions with current and past organization contacts on an organization's timeline

See all interactions with current and past employees on an organzation's timeline
almost 2 years ago in Timeline 0 Not Prioritized

Add fundraised total to giving summary

add fundraised total to fundraiser's giving summaries on their account. Similar to soft credits with the graph and include it in the lifetime total. This way we can see the actual amount the constituent has brought to our org, which is their donat...
2 months ago in Summary & Header 0 Not Prioritized

See the status of a pledge or recurring schedule on the timeline

See the status of a pledge or recurring schedule on the timeline so you can quickly tell if it's current, overdue, or ended without navigating to the view details page.
over 1 year ago in Timeline / Transactions 1 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.
over 1 year ago in Timeline 0 Not Prioritized

More intuitive data entry for international addresses

Bloomerang CRM currently handles US and Canadian addresses with specific, labeled fields (street, city, state/province, zip/postal code). However, for all other countries, the address is tracked in a single "Address" field that supports multiple l...
4 months ago in Constituents 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.
about 1 year ago in Timeline 0 Not Prioritized

Automatically update communication restrictions when a constituent is marked as deceased

If I mark a constituent's status as deceased, it should make the mailing status match. If I mark the primary address as bad address, it should update the mailing status.
over 1 year ago in Donor Communications / Profile 1 Not Prioritized

Sort related constituents alphabetically by last name or sort name

Sort related constituents alphabetically by last name or sort name so you can more easily skim the list.
about 2 years ago in Relationship & Households 2 Not Prioritized

Mark whether a phone number is bad/inactive

Mark whether a phone number is bad so that you can hang onto old contact information without accidentally thinking it's still good or jotting it down in a timeline note.
about 2 years ago in Profile 1 Not Prioritized