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.
Share feedback 5

Constituents

Showing 164

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

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...
about 2 years ago in Profile 8 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

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.
8 months ago in Profile 1 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.
over 1 year ago in Profile 0 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”.
about 2 years ago in Profile 2 Not Prioritized

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
2 months ago in Constituents / Transactions 0 Not Prioritized

See an alert on the constituent profile if they have any potential duplicates

See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.
4 months ago in Merge Duplicates / Profile 0 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.
over 1 year ago in Relationship & Households 0 Not Prioritized

The Date of a membership schedule should be based on the Start Date, not Created Date

It's not relevant form my perspective to see a timeline with the data entry date. The timeline should relfect the membership start / renewal date to be more useful about the relationship and to focus on actions.
5 months ago in Timeline 0 Not Prioritized