NEW FEATURE REQUEST

Data Tools

Showing 77 of 759

Bulk update interaction custom fields

It would be amazing to be able to click through multiple emails and update the purpose and custom fields. I just sent a batch of bcc'ed emails - all were the same. And now I have to go to each profile to update each one manually.
9 months ago in Bulk Update 0 Not Prioritized

Rename an import template

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.
8 months ago in Import 0 Not Prioritized

Import tasks

Import tasks from a csv so that you can organize your cultivation plans in a spreadsheet instead and add them all at once instead of in batches or one-by-one.
over 1 year ago in Import 3 Not Prioritized

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
over 2 years ago in Import / Relationship & Households 0 Not Prioritized

Bulk update the acknowledgement status on transactions

Efficiently change the acknowledgement status on multiple transactions at once.
about 2 years ago in Bulk Update 0 Not Prioritized

Save an import after the fields are mapped without running it

When doing an import, file 'clean up' is often necessary to make certain that all the data is imported correctly. It is often difficult to know what needs to be cleaned up until after all the field matching between the csv file and Bloomerang fiel...
6 months ago in Import 0 Not Prioritized

Enhanced filters and navigation for the import template list

Enhanced navigation for the import template list. Examples: See additional metadata like the most recent date the import template was used, who created it. Sort based on name, and other metadata Filter based on metadata
8 months ago in Import 1 Not Prioritized

Bulk update adding soft credits to transactions

We had an event with over 500 unique donations that I had to manually go through and soft credit a single person for pulling those donors to us. It would save a mass amount of time if you could mass soft credit through a certain appeal and update ...
8 months ago in Bulk Update 0 Not Prioritized

Bulk update constituent status

Efficiently change the status on multiple constituents at once.
about 2 years ago in Bulk Update 1 Not Prioritized

Bulk delete selected email addresses

Mass delete selected email addresses so that you can remove information that is bad, has sloppy capitalization, or that you no longer want to track.
over 1 year ago in Bulk Delete 1 Not Prioritized