NEW FEATURE REQUEST

Data Tools

Showing 79

Use default fund when importing donations with missing fund data

Use default fund when importing donations with missing fund data
about 2 years ago in Import 0 Not Prioritized

Import more than 1 address, phone number, or email address of each type in a single file

Import more than 1 address, phone number, or email address of each type in a single file so that you can import higher volumes of historical data without splitting up your file and running multiple imports.
about 2 years ago in Import 1 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.
about 2 years ago in Bulk Update 0 Not Prioritized

Use default appeal when importing donations with missing appeal data

When uploading a csv of transactions, it would be nice to assign a field like "appeal" as the default for all transactions instead of needing to add a column to the spreadsheet and add the appeal to each. In many cases when uploading transactions,...
almost 3 years ago in Import 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.
over 1 year 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.
over 1 year ago in Import 0 Not Prioritized

Bulk update Quickbooks Account on transactions

Post migration to Bloomerang from our legacy system, we had hundreds of transaction records to update to the correct Quickbooks account. It would be nice if the Quickbooks account field could be updated with the mass update feature.
over 1 year ago in Bulk Update 0 Not Prioritized

Improve Error Messaging When Mapping Import Fields

I had created a custom Constituent field with type of Date When I went to map the field in the import wizard, I was getting an empty drop-down where you would select the field from the CSV. After consulting with Support, they told me that it was b...
over 3 years ago in Import 1 Not Prioritized

Import a link to which transactions an imported interaction acknowledges

After bulk importing interactions (whenever I send acknowledgements), it would be great if there were a way to automate that the most recent donation be marked as "acknowledged" and potentially that the acknowledgement interaction itself be attach...
almost 2 years ago in Import 0 Not Prioritized

See filters for bulk update

Whenever a bulk update is processed, the filters used cannot be seen, only what was updated.
almost 2 years ago in Bulk Update 0 Not Prioritized