Data Tools

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.

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.

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.

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...

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,...

Deactivate an import template so that you can keep it for reference but easily filter it out of the import template list.

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...

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.

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...

Whenever a bulk update is processed, the filters used cannot be seen, only what was updated.