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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...
PINNED Native ask tracking for major gifts
Track major gift asks today requires manual setup using custom fields. This process can be cumbersome and leads to non-standardized solutions across different organizations. A native feature for tracking major gift asks would simplify the process ...

Constituents

Showing 165

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.
over 1 year ago in Constituents / Donor Communications 1 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...
7 months ago in Constituents 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 2 years 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
almost 2 years ago in Profile 0 Not Prioritized

Create a constituent in the search results box

I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
about 3 years ago in Search 6 Not Prioritized

Add fundraised total to giving summary

add fundraised total to fundraiser's giving summaries on their account. Similar to soft credits with the graph and include it in the lifetime total. This way we can see the actual amount the constituent has brought to our org, which is their donat...
5 months ago in Summary & Header 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.
over 1 year ago in Search 1 Under Consideration

Search for constituents based on zip code

It is often useful to search a constituent by zip code, as other details of their record may be misspelled or not provided.
over 1 year ago in Search 0 Not Prioritized

See pledge balance in constituent header or summary

I would like to see the balance on the Constituent's Profile, I mostly enter deposits on a daily and it makes it difficult to look for when a Constituent ask what their balance owed is.
almost 3 years ago in Summary & Header 0 Not Prioritized

See a constituents primary address in the search preview

See a constituents primary address in the search preview so it's easier to distinguish people with similar names.
about 1 year ago in Search 0 Not Prioritized