NEW FEATURE REQUEST

Data Tools

Showing 79 of 865

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...
12 months ago in Import 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.,
almost 2 years ago in Bulk Delete 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.
over 1 year ago in Bulk Update 0 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.
10 months ago in Merge Duplicates / Profile 0 Not Prioritized

Import recurring schedules

Create new recurring schedules from an external file.
almost 3 years ago in Import 0 Not Prioritized

Save bulk delete list criteria & list of what data will be deleted

Please create the function to both save the criteria used in mass deletes, and also add the option to export the mass delete report with customizable output columns before or after deleting.
about 2 years ago in Bulk Delete 0 Not Prioritized

Add Assigned Letter Field to Transaction Import

When importing transaction data from offline or third party sites, I would like to have access to the Bloomerang field under "Acknowledgements" called "Assign Letter" that shows up when you manually enter a donation. If I could add that field to m...
almost 2 years ago in Import 0 Not Prioritized

Import split payments

Currently split payment transactions cannot be imported using Bloomerang Data Tools. This forces all split payment transactions to be input one at a time by hand which is painstakingly time consuming. Please make it possible to import split payments.
over 2 years ago in Import 1 Not Prioritized

Create membership transactions via imports

Create membership transactions via imports
about 1 year ago in Import 0 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
about 1 year ago in Constituents / Import / Search 0 Not Prioritized