NEW FEATURE REQUEST

Profile

Showing 63

Streamline creating organization contacts/employees

Streamline the steps to create a new constituent and add an employee/employer relationship. Known pain points include: Very different workflow for the 1st contact person vs the 2nd contact person Number of steps it takes to go to constituent dashb...
over 1 year ago in Profile 2 Not Prioritized

Track just the month and date of a birthday, without the year

Track just the month and date of a birthday, without the year, so that you can segment birthday communications without collecting full birthdates, filling in fake years, or using custom fields.
almost 2 years ago in Profile 2 Not Prioritized

Manage an organization's primary contact easily in a list of all organization contacts

See an organization's primary contact easily in a list of all related constituents (eg show the primary contact on the same screen as other employees, more easily change which employee is the primary contact)
over 1 year ago in Profile 1 Not Prioritized

Flexible options in the gender field

Collecting a constituent's gender isn't a commonly used data point for most fundraisers - but for those who do find it useful, you often need more flexible options than just "male" and "female". This idea would free up the Gender options either by...
over 2 years ago in Profile 9 Not Prioritized

Notify me when a donor has died.

Please notify me when Bloomerang has marked a donor 'deceased' so that I can verify the information.
almost 2 years ago in Profile 0 Not Prioritized

Save changes on the constituent profile without scrolling to the top of the page

Save changes on the constituent profile without scrolling to the top of the page
almost 2 years ago in Profile 2 Not Prioritized

Default the Address, Email, and Phone types for new Organization constituents to "Work" instead of "Home"

When you create an organization constituent, you shouldn’t have to manually change the contact information from “Home” to “Work”.
over 2 years ago in Profile 3 Not Prioritized

Attach files to a constituent profile

Upload a file attachment to a constituent without linking it to a transaction, interaction, or timeline note.
almost 2 years ago in Profile 2 Not Prioritized

Track County as part of a constituent's address

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.
about 1 year ago in Profile 2 Not Prioritized

See an alert on the constituent profile if they have any potential duplicates

See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.
10 months ago in Merge Duplicates / Profile 0 Not Prioritized