See a note in the constituent header (Pinned Notes)

This would be super helpful to have some key information, whether thorugh a custom field or pinned note, be highly visible on the constituent home screen

Yes please! There are several "alert" notes I need to create in accounts so we can provide the most personable touchpoints and communications. Relationship or DAF's, pronounciation of names, preferred communication methods, etc.

The workaround we use is to create a note with the year 2050 and it alsays appears on top of the timeline

This would be amazing, to have access to critical information and a summary about major donors and funders pinned at the top of the profile so we don't have to search for it. We would love for this to not have character limits, as information adds up the more we interact with each constituent.

Oh my gosh, yes! High-contact and/or high-level donors often have special requests, and we always aim to treat them with special care. Also, we have many elderly donors who have been supporters for decades, and sometimes one of the spouses may be recently deceased. Putting pinned/pop-up/sticky notes about such critcal info into the profile will make sure that we honor such requests and treat donors with extra sensitivity when appropriate -- all part of good donor stewardship!!!!

We would love this! A pinned note that shows up in their header or even a "pop up" option if there is very critical information that must be seen. At a past job I had, we were able to put a note into the chart and mark the pop up option so that anytime someone accessed the profile, a box with the note popped up and had to be dismissed by clicking a button to ensure that it was read. We worked with children and many had some very sensitive family situations, so this was critical. I know for a donor base it may not be as needed, but there have been times where I wish I had a pinned note or a pop up with something important.

Please oh please! There are some donors that have critical information that needs to be seen on the very first screen. I don't remember which donors i need to dig into timeline to get that information.

Yes! There's a note of a tribute being related to a constituent, but I had to scroll to 2009 in the timeline to find it. Would be very helpful to have a type of priority section on the timeline and/or profile with evergreen type entries.

In our old database this field was called the HEADLINE and it was super helpful to have it right at the top! We're currently using future-dated notes and it is not ideal at all.

100% agree, please. For example, we've tried to find a way to flag donors who want only end-of-year receipts, so when a donation is entered, the acknowledgement/receipt step can be skipped. We built a Group for these donors but that requires our data entry person to switch from the transaction to the profile and back. Ideally such a flag could be added to Status, so that it would show up immediately as Deceased does now.

I could use this again and again and again....

Currently using future dated notes for this which is not ideal and causing headaches.

Please make this possible. Other CRMs have this as a basic feature. We have a Custom Field for 'Donor Summary' but it is text limited, is on the bottom of the profile page and is not easy for any member of our team to find unless they are directed. To have it on the top of the constituent header would make it easy, we would have room for more text, and be a time saver, and definetly help donor relation mishaps.

This would make so many improvements in our donor relations and truly be a time saver! Please add it!!

Yes, please! We need this!

Yes, please! This would be incredibly helpful. We have currently implemented a poor workaround and a pinned note in the constituent header would add much value. This would also help compete with other platforms' features such as eTapestry's "sticky note" with a flashy note on the profile and multiple note colors to choose from.

This would be extremely useful, right now we are dating each one for the year 2099 in the timeline but those are not visible unless you click to see them. It also gets confusing to see when the information was actually entered.

At my former place of employment, I used Abila's Millennium and constituent interests auto-populated at the top of the screen for viewing (of course, they were entered elsewhere in the record). I think there was a limit to how many could be viewed along the header, but we could prioritize which were most important if needed. This was so helpful for a quick glance when working in a record, but even more so if a donor called and a gift officer needed to quickly check to see interests for that donor. I'm very surprised this isn't a feature in Bloomerang. I understand it is in Kindful though? I hope this happens soon for us as it seems like a pretty standard feature for a CRM. Thank you for the consideration.

Feel this should be a basic feature in Bloomerang, especially since this is a feature that is in Kindful and competitors.

I just submitted this same idea today. I'm seeing that yours was created a year ago. Does it really take this long to get something done here? New to Bloomerang.