Update all salutation name fields when changing a constituent's name
It would be useful when you make a spelling change to the constituent name that it would update in all the other name fields (formal name, envelope name etc)
Product functionality to support a stewardship pipeline for major gift prospects, rather than relying on custom fields. Examples might include: Tracking the stage of the cultivation process a prospect is in Assigning prospects to different solicit...
over 2 years ago
in Profile
14
Under Consideration
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.
Improvements to tracking which donors want to be anonymous
Potential improvements for streamlining data entry and consistency for situations where a donor does not want to be publicly recognized. Updating the recognition name to "Anonymous" seems to be useful, but not easy to figure out or standardize. Po...
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.
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...