NEW FEATURE REQUEST

Data Tools

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Import fundraiser information when importing new transactions

For transaction imports, corresponding with huge giving campaigns (Giving Tuesday, End of Year, 401 gives-RI) we import a large number of donations leveraged by our board members. This includes hundreds of donations with different fundraisers, and...
3 months ago in Import 1 Not Prioritized

Bulk update the acknowledgement status on transactions

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

Import pledges

Create a list of pledges from an external file.
about 3 years ago in Import 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.
12 months ago in Merge Duplicates / Profile 0 Not Prioritized

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
about 3 years ago in Import / Relationship & Households 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.
almost 2 years ago in Import 3 Not Prioritized

Bulk update constituent status

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

Bulk update constituents to be head of household

Bulk update constituents to be head of household
8 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.
over 1 year ago in Import 0 Not Prioritized

Bulk complete tasks

I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
over 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized