Data Tools

I find myself often having to want to bulk update a bunch of records: Convert payments to pledge payments

Create membership transactions via imports

Restore a deleted constituent so you can undo an unintended delete without contacting Bloomerang Support for a restoration service.

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.

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...

In the Duplicate Constituents screen, if you select "Show More Details" in the individual profile, select the profile you want to keep, and click "Merge Selected", you get a confirmation window that says "Confirm Merge". This should also be a safe...

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.

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...

Mass update transaction method so you can update the labeling for past transactions when you realize they weren't entered accurately or to use recently added method options.

Use default fund when importing donations with missing fund data