NEW FEATURE REQUEST

Data Tools

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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 ...
10 months ago in Bulk Update 0 Not Prioritized

Show a potential duplicate match even if only the phone numbers match

If two constituents have identical phone numbers but their names are spelled differently, show them as potential matches in the duplicate report.
almost 2 years ago in Merge Duplicates 0 Not Prioritized

Bulk update interaction purposes

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.
11 months ago in Bulk Update 1 Not Prioritized

Sort the duplicate constituents list by created date

Sort the duplicate constituents list so that constituents that were recently created are at the top of the list.
over 2 years ago in Merge Duplicates 0 Not Prioritized

Import data for organizations and individuals in the same file

Import data for organizations and individuals in the same file so that you don't need to split your data into multiple files prior to importing.
over 1 year ago in Import 0 Not Prioritized

Bulk update task due date

Hi, I created a bulk task from a report (first time) then realized I needed to edit the due date - I had almost 1400 records and couldn't edit/delete or complete them in bulk. I was able to bulk delete and create a new bulk task BUT it would be am...
3 months ago in Bulk Update 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.
about 2 years ago in Bulk Update / Donor Communications / Email / Task Management 1 Not Prioritized

Filter the duplicate list to a specific kind of match criteria

It might be easier to work through a large list of duplicates if you could focus on a particular kind of duplicate to work through in a batch. Possible filters might include: Only email matches strong matches recent matches where one of the consti...
almost 2 years ago in Merge Duplicates 0 Not Prioritized

Bulk update note on transactions

On the same page where the bulk update has check boxes for Capmaign, Appeal, etc, it would be helpful to be able to change the notes for the transactions as well. Could save a lot of time.
about 1 year ago in Bulk Update 0 Not Prioritized

Bulk delete selected addresses

Mass delete selected addresses so that you can remove information that is bad, have sloppy capitalization, typos, or inconsistent formatting, or that you no longer want to track.,
over 1 year ago in Bulk Delete 0 Not Prioritized