NEW FEATURE REQUEST

Pinned feature request

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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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

Mark whether a phone number is bad/inactive

Mark whether a phone number is bad so that you can hang onto old contact information without accidentally thinking it's still good or jotting it down in a timeline note.
over 1 year ago in 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.
10 months ago in Timeline / Transactions 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.
over 2 years ago in Timeline 0 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 2 years ago in Import / Relationship & Households 0 Not Prioritized

Create a new constituent from soft credit screen

When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
4 months ago in Constituents / Transactions 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

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!
6 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.
6 months ago in Search 1 Not Prioritized

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...
10 months ago in Donor Communications / Profile 0 Not Prioritized

When opening an Add New Constituent dialog, put cursor in First Name box.

When opening a new data entry form, put an active cursor in the first field.
2 months ago in Profile 0 Not Prioritized