NEW FEATURE REQUEST

Data Tools

Showing 78

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 ...
11 months 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...
9 months ago in Import 0 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

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 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.
about 1 year ago in Bulk Update 1 Not Prioritized

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.
6 months ago in Merge Duplicates / Profile 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 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

Bulk update transaction non-deductible amount

Efficiently change the non-deductible amount on multiple transactions at once.
almost 2 years ago in Bulk Update 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