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
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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Constituents

Showing 164

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.
6 months ago in Constituents / Donor Communications 0 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.
about 2 years ago in Profile 2 Not Prioritized

Select Email Interests when adding a new constituent

Currently, we can't customize email interests when setting up a new constituent. Adding the ability to modify email interests on the setup page would eliminate the additional steps currently needed to do so. The Bloomerang default is to "opt in" t...
over 1 year ago in Profile 1 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.
about 2 years ago in Profile 2 Not Prioritized

Track the job title and department for organization contacts

Track the job title and department for organization employees
about 1 year ago in Profile 0 Not Prioritized

Open the constituent profile by default instead of the summary

Open the constituent profile by default instead of the summary so that you can efficiently view & edit the profile details without having to navigate to the profile as an extra step.
over 1 year ago in Summary & Header 0 Not Prioritized

See communication restrictions in the constituent header or summary

Having "communication preferences" on the "summary page" would allow users to quickly access this information. Communication preference is an important piece of information related to constituents. Before we contact a constituent individually (not...
over 1 year ago in Summary & Header 1 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'...
almost 2 years ago in Donor Communications / Timeline 5 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
about 1 year ago in Timeline 0 Not Prioritized

Show membership level, status, and renewal date in constituent header

Show membership level, status, and renewal date in constituent header
8 months ago in Summary & Header 0 Not Prioritized