Configure the new constituent data entry screen to not display every field
Configure the new constituent data entry screen to not display every field so that you can more easily focus on the fields you want to fill out consistently.
Edit data in a constituent field without making the whole page edit-mode
Edit data in a constituent field without making the whole page edit-mode, so that you can update data without scrolling back and forth or seeing the edit versions of custom fields you aren't trying to update.
Default the state to match your organization's state when creating new constituents
Default the state to match your organization's state when creating new constituents so that you only have to select a state when the constituent is not local.
Support multiple suffixes on a constituent so that you can track multiple professional certifications in the suffix field, rather than relying on tracking the suffixes as part of the salutation names.
Create a letter for a constituent directly on their timeline
Creating a letter for one constituent is a hassle because you have to go into the Letters section of Bloomerang and change the filter every time you need to run one letter for one constituent. (These are letters outside of transactions.) If you co...
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.
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.
Ability to lock a constituent record so that it cannot be merged
We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.