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.
I was able to create bulk tasks and did so for a planned mailing (outside of bloomerang). Now I have to click each record to complete the task to save as an interaction. Since the task is indentical for each record a bulk option would be great.
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...
Nice that you have added some volunteer support, but now some of our custom fields are effectively superfluous and we'd like to update old interactions to use the new values (for consistency in reporting going forward) as the new standard Voluntee...
almost 2 years 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.
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.
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.
