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.
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Constituents

Showing 164

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

Show membership level, status, and renewal date in constituent header
6 months ago in Summary & Header 0 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

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

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.
4 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

Save Default Values For Interactions Entry

The ability to save temporary default values for donations speeds up the process of entering multiple donations considerably. The ability to do this same thing for Interactions would be a great timesaver as well!
4 months ago in Timeline 0 Not Prioritized

Remember recent constituent searches between logins

Remember recent constituent searches between logins so that you can navigate to a constituent you'd been working on in a previous session.
4 months ago in Search 1 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 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.
8 months ago in Timeline / Transactions 0 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...
about 1 year ago in Profile 1 Not Prioritized