Label the interaction with individual/organization name in timeline of household
Within the Household timeline of interactions there is the complied list of the interactions from each individual and organization in the timeline. By adding the name of the Organization or Individual to the interaction title automatically, then o...
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.
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...
We are often looking at 18 month giving and it would be helpful if this was a feature on the constituent giving summary. If it could be a rolling number that would be super awesome
When you bcc an email to a constituent it creates a new interaction that says it's an email, has the subject in the preview, but then when you open the interaction the bcc'd email is at the very bottom after all of the custom fields. It would be m...
Currently split payment transactions cannot be imported using Bloomerang Data Tools. This forces all split payment transactions to be input one at a time by hand which is painstakingly time consuming. Please make it possible to import split payments.
Option to give a standard user access to accounting/payments features
Option to give a standard user access to accounting features so you don't have to promote them to an Admin, set up scheduled reports, or do work for them. Example features might include: Accounting integrations Payment processing Payouts
When importing transaction data from offline or third party sites, I would like to have access to the Bloomerang field under "Acknowledgements" called "Assign Letter" that shows up when you manually enter a donation. If I could add that field to m...
Return cursor to search bar after searching or deleting search string
Please make the "Search for Constituents" bar a continuous active option. Instead of having to put my cursor back in the space and clicking on it, it should be actively still engaged in that space. i.e. When deleting a constituent to search for an...