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Use default appeal when importing donations with missing appeal data
When uploading a csv of transactions, it would be nice to assign a field like "appeal" as the default for all transactions instead of needing to add a column to the spreadsheet and add the appeal to each. In many cases when uploading transactions,...
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Retain custom sort order when adding a new value to a custom field
I’m talking about creating fields for transactions. For example I have created a benefit received field. Within that field I have “pick one text.” Whenever I add a value to choose from it changes the custom sort I have saved to a default sort. Why...
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Not Prioritized
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Adding a section to track a tributes date of passing
Having a field to track the day someone passed away. This would be very helpful for anniversary letters to families and people who have donated in memory of a family or friend. It would save time when generating letters and reports on tributes who...
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Validate that birth dates are in the past
I would like to see improved error-handling for specific fields (or even user-defined fields) within Bloomerang at the point of entry. An example would be a system prompt for entering a DATE OF BIRTH in the future. Or it could be as simple as not ...
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Not Prioritized
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Verification check box for important dates on constituent records
Especially with integrated software like TrueGivers potentially adding birthdates to constituent records, it would be helpful to have a "Verification check box" in the Personal information section that we could "check" if a member of our team has ...
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