Some of our employees utilize counties when they are plotting out their constituent visits. It's helpful to know what county a city is in when doing this.
Set default address values when adding constituents
Enable default values to be saved when adding constituents, specifically the ability to save city, state, zip to New Constituent field, since 99% of our constituents are from one city.
I would like to see improved error-handling for specific fields (or even user-defined fields) within Bloomerang at the point of entry. An example would be a system prompt for entering a DATE OF BIRTH in the future. Or it could be as simple as not ...
Verification check box for important dates on constituent records
Especially with integrated software like TrueGivers potentially adding birthdates to constituent records, it would be helpful to have a "Verification check box" in the Personal information section that we could "check" if a member of our team has ...
Automatically update communication restrictions when a constituent is marked as deceased
If I mark a constituent's status as deceased, it should make the mailing status match. If I mark the primary address as bad address, it should update the mailing status.
Since there is a "vacation" tag for addresses it would be nice to have a "vacation" tag for phone numbers, as some still do have "vacation" landlines that differ from their mobile and home phone numbers.
Don't show fields that are only relevant to individuals when creating a new organization
Why do we need things like birthdays or gender on an organizational profile? Is there not a way to customize the data we see depending on the profile type?
It would be extremely helpful to use State abbreviations instead of the full name when adding a new address. Most new addresses are found with the donation in the abbreviated format. I also do not have all of the abbreviations memorized.