NEW FEATURE REQUEST

Constituents

Showing 164

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
over 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.
7 months ago in Constituents / Donor Communications 0 Not Prioritized

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...
almost 2 years ago in Groups / Profile 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.
12 months ago in Timeline / Transactions 0 Not Prioritized

See User-defined Groups in the constituent header or summary

See User-defined Groups in the constituent header so you don't have to check on the Profile page to see which segments a constituent is in.
12 months ago in Groups / Summary & Header 0 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.
4 months ago in Timeline 0 Not Prioritized

See lifetime fair market value (FMV) of in-kind gifts on constituent summary

It would be great to see on the summary page like dollar donations a gift in kind FMV section to get a complete view of a donor and their contributions.
7 months ago in Summary & Header 0 Not Prioritized

Show deceased status for a related constituent

It would be useful to list someone as deceased on the Relationship page as well as on their individual record.
over 2 years ago in Relationship & Households 1 Under Consideration

Create new organization contacts when using BCC Bloomerang to track a communication with an employee

Create new organization contacts when using BCC Bloomerang to track a communication with an employee. For example, the system could recognize the domain matches an existing organization constituent, create a constituent for the employee, and relat...
12 months ago in Donor Communications / Profile 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.
over 2 years ago in Summary & Header 0 Not Prioritized