NEW FEATURE REQUEST

Data Tools

Showing 79

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.
about 2 years ago in Import 1 Not Prioritized

Restore a deleted constituent

Restore a deleted constituent so you can undo an unintended delete without contacting Bloomerang Support for a restoration service.
over 1 year ago in Bulk Delete 0 Not Prioritized

Select multiple import templates to delete

We have over 500 templates that are years old. There should be a way to select more than 1 template at a time in order to delete them.
8 months ago in Import 0 Not Prioritized

Bulk update address type

It would be great if you could do more with updating addresses with an upload. Change the address type from home to work or Vice Versa. In-line editing would also be a great addition like salesforce has so you don't have to toggle to the profile y...
8 months ago in Bulk Update 0 Not Prioritized

Bulk update acknowledgement letter 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 letters for the transactions as well. Could save a lot of time.
over 1 year ago in Bulk Update 0 Not Prioritized

Merging "opted out" of email interests

When merging duplicate constituent records, I noticed that under Communication Restrictions, a "Do Not Mail" restriction was carried over from one profile to another, but an "Opted Out" under Email Interests was not. This should be a field that ta...
about 2 years ago in Merge Duplicates 2 Not Prioritized

Give every row in an import the same value (like fund)

When every row in your file should have the same value applied (eg they're all gifts to the General fund), it would be helpful to indicate that as part of the import template or while running an import so that you don't have to manually add that i...
about 2 years ago in Import 0 Not Prioritized

Bulk update constituent communication preferences

Mass update communication preferences field so that you don't need to manually update the communication preferences or make your changes in a csv and import them.
over 1 year ago in Bulk Update 0 Not Prioritized

View Previous Imports

I would LOVE to see previous imports, not just the 5-6 most recent imports. Even the title of the import would be helpful so that as an organization we can track the data coming into the system easier.
12 months ago in Import 0 Not Prioritized

Deactivate an import template

Deactivate an import template so that you can keep it for reference but easily filter it out of the import template list.
about 1 year ago in Import 0 Not Prioritized