NEW FEATURE REQUEST

Pinned feature request

PINNED Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
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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.
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Constituents

Showing 164

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

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

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.
6 months ago in Relationship & Households 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

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 1 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.
10 months ago in Profile 1 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.
12 months ago in Donor Communications / Profile 1 Not Prioritized

See transaction check # in donation time line entry

It would be helpful to see the check number for a donation in the time line.
2 months ago in Timeline 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 Under Consideration

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.
7 months ago in Timeline 0 Not Prioritized