We often have times that we need to assign a task to more than one person. This often happens when alerting our team to a grant check that will be coming in (we have two people who input checks) or might need to meet with a major donor. Currently ...
Create a letter for a constituent directly on their timeline
Creating a letter for one constituent is a hassle because you have to go into the Letters section of Bloomerang and change the filter every time you need to run one letter for one constituent. (These are letters outside of transactions.) If you co...
almost 2 years ago
in Letters / Profile
1
Not Prioritized
Ability to add native fields into Constituent Forms to track things like Gender, Birthday, Employer, etc
I don't want to duplicate work in Custom Fields when these native fields in Bloomerang are already there, and I'd like this information to automatically fill into those native fields, not in the Custom Fields.
Merge field for notes/comments from the fundraiser to the tribute notificant
You should make the Tribute 'Note Field a bloomerang merge field for letters. You created a new way to add Tributes and run acknowledgement letters but failed to allow the note section as an Bloomerang Field in the letters. I could use this featur...
Include country in letter envelopes for international mailings
I really appreciate the new "Envelopes" option that creates a pdf of addressed envelopes for our thank you letters. Unfortunately the country name is not being pulled into the address for international addresses. It would be great if you could fix...
It would be great if donors could receive a digital membership card in their donation confirmation either with a code, qr code, or barcode that stated their name, level of donation, and expiration date.
Acknowledgement tasks should have the option to turn into acknowledgements on transactions
When a task with the purpose of acknowledgement is completed, it should have the option to apply that acknowledgement interaction to a transaction on the constituent's timeline.
As we move towards texting our donors, it would be helpful to be able to easily mark which ones request to not receive text (the same way we have that feat for calls).