Enhance constituent audit trail to show each time the constituent was updated
More granular audit trail of each time a constituent is updated so that you can see each time the constituent was updated, not just the most recent update date.
Customize the formula for formal names for your organization
Customize the formula for formal names for your organization so you can get the precise naming conventions you prefer without updating all the formal names by hand or via an import.
Customize the formula for recognition names for your organization
Customize the formula for recognition names for your organization so you can get the precise naming conventions you prefer without updating all the recognition names by hand or via an import.
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.
Mark when an email address is not bad so that you can continue to send mass emails to that constituent without contacting Bloomerang support. Or manually mark an email address as bad if it hasn't been caught by the email cleansing feature.
Distinguish between mailing/billing addresses and physical addresses
Distinguish between mailing/billing addresses and physical addresses so that you can send direct mail to the primary mailing/billing address but visit a constituent at their primary physical address.
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.