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46
VOTE
34
VOTE
47
VOTE
15
VOTE
Enhance the "Store as Default Values" feature
Currently, if you get a gift from constituents that have a lot in common you can store the first donation as "default values" then create a new donation with those values. There are a couple ways to make this workflow better: Fewer steps to start ...
0
Not Prioritized
39
VOTE
Built-in support for seasonal addresses
Built-in support for seasonal addresses. Some ideas might include: A way for you to indicate the date range when an address is where a constituent prefers to receive mail Automatically changing which address is primary so you don't have to remember
2
Not Prioritized
42
VOTE
38
VOTE
Create a pledge that will be split across multiple funds/campaigns/etc
Rather than creating two pledges, this idea would let you indicate how the donor intends to split their payments on one pledge record. (for reference, payments can already be split to indicate they're covering multiple pledges, this idea would cha...
2
Not Prioritized
3
VOTE
More intuitive data entry for international addresses
Bloomerang CRM currently handles US and Canadian addresses with specific, labeled fields (street, city, state/province, zip/postal code). However, for all other countries, the address is tracked in a single "Address" field that supports multiple l...
0
Not Prioritized
25
VOTE
Streamline creating organization contacts/employees
Streamline the steps to create a new constituent and add an employee/employer relationship. Known pain points include: Very different workflow for the 1st contact person vs the 2nd contact person Number of steps it takes to go to constituent dashb...
2
Not Prioritized
41
VOTE