NEW FEATURE REQUEST

Settings

Showing 69

Allow standard non-transaction users to see Dashbord

Depending upon the way the system is coded, this might be difficult to implement. But it would be really nice if a basic user, who cannot see transactions for all constituents could still have access to the Home Dashboard. They could see the overa...
4 months ago in Home Dashboard / Users 0 Not Prioritized

Give standard users access to add notes and interactions but not edit constituent profiles

We'd like to assign "stewards" for constituents who can then add notes, interactions, etc to the constituent accounts but not have the ability to edit the profiles (at least until they have enough familiarity with the system). Our old CRM stored c...
4 months ago in Users 0 Not Prioritized

Make it easier to add a constituent to a static group

Make it easier to add a constituent to a group
5 months ago in Groups 0 Not Prioritized

Automatically see a group of lapsed members

Automatically see a group of lapsed members
6 months ago in Groups 0 Not Prioritized

Dynamic group for all members, not just active members in each level

Dynamic group for all members. Possible ideas: Include all current members, or all members Drilldown filter for membership status Drilldown filter for membership level
7 months ago in Groups 0 Not Prioritized

Bulk deactivate/reactivate all membership levels

Bulk deactivate/reactivate all membership levels
7 months ago in Bulk Update / Custom Data 0 Not Prioritized

Support multiple membership levels with the same name

Support multiple membership levels with the same name
7 months ago in Custom Data 0 Not Prioritized

Customize the membership level sort order

Customize the membership level sort order so that you can display membership levels in an order other than by amount.
7 months ago in Custom Data 0 Not Prioritized

Export file attachments along with the database backup

Export file attachments along with the database backup so that you don't have to contact the Bloomerang services team to get a copy of all your file attachments.
8 months ago in Settings 0 Not Prioritized