NEW FEATURE REQUEST

Pinned feature request

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PINNED Portfolio Work Center
Functionality to support working with an assigned portfolio of major gift prospects, without relying on custom fields and custom reports. Key performance indicators: how many interactions the relationship manager has had with their assigned cons...
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PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles
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Constituents

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Select Groups when adding a new constituent

It would be very helpful to be able to select the appropriate group for a new constituent when you are entering the data. As it is right now, you have to go into profile after the data is entered and then go down and select the group. It's hard to...
over 2 years ago in Groups / Profile 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...
5 months ago in Constituents 0 Not Prioritized

View timeline as fiscal year versus calendar year

It would be great to be able to easily see a constituent's fiscal year giving versus calendar year giving in the timeline format.
about 3 years ago in Timeline 2 Not Prioritized

More options in the suffix field

Expand the available options in the Suffix field to support a wider range of military, religious, or professional suffixes.
almost 3 years ago in Profile 2 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.
about 1 year ago in Relationship & Households 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.
about 1 year ago in Merge Duplicates / Profile 0 Not Prioritized

Resizable text boxes

Resizable text boxes or a way to enlarge text boxes to better view information. This would especially be useful for notes & interactions. My nonprofit likes to copy and paste entire emails we have sent, but the box is so small. The text box I'...
over 2 years ago in Donor Communications / Timeline 6 Not Prioritized

Delete a constituent with transactions

This idea would let you delete a single constituent and their transactions without deleting each transaction first. Without this, the most efficient way to delete a constituent with many historical gifts is by using the bulk delete feature.
almost 3 years ago in Profile 2 Not Prioritized

Send a payment reminder from a constituent's profile

Send a payment reminder from a constituent's profile so that you can quickly generate the invoice while you're looking at their record instead of sending it through the Communications section.
about 1 year ago in Constituents / Donor Communications 1 Not Prioritized

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
over 3 years ago in Import / Relationship & Households 0 Not Prioritized