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379 VOTE
Status Under Consideration
Categories Summary & Header
Created by Guest
Created on Nov 30, 2022

See a note in the constituent header (Pinned Notes)

Pin or star an important note for yourself and coworkers so it's impossible to miss when you visit a constituent's record.

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  • Guest
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    Jan 8, 2025

    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.

  • Guest
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    Jan 6, 2025

    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!!!!

  • Guest
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    Jan 3, 2025

    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.

  • Guest
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    Dec 20, 2024

    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.

  • Guest
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    Dec 17, 2024

    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.

  • Guest
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    Nov 12, 2024

    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.

  • Guest
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    Nov 6, 2024

    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.

  • Guest
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    Oct 24, 2024

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

  • Guest
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    Oct 2, 2024

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

  • Guest
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    Sep 19, 2024

    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.

  • Guest
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    Aug 23, 2024

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

  • Guest
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    Apr 12, 2024

    Yes, please! We need this!

  • Guest
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    Mar 13, 2024

    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.

  • Guest
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    Dec 14, 2023

    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.

  • Guest
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    Dec 7, 2023

    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.

  • Guest
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    Dec 5, 2023

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

  • Guest
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    Nov 10, 2023

    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.

  • Guest
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    Nov 8, 2023

    I just submitted a similar idea - a flag on a consituent so you know you have to read the note at the bottom. Truly for special cases - but this information still has to be passed person-to-person in our org. I need to know the minute I see the record if there's something important about handling the constituent.


    2 replies
  • Guest
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    Nov 6, 2023

    This is an option in Kindful; it seems like it could be done for Bloomerang. i found this out accidently today when using the new support page which i find very confusing. I put in a question about bloomerang notes and i get a kindful answer that i LOVE but can't use.

    Kindful | Adding a Note to a Donor Profile

    Other Options

    You can add Comments into a Contact profile. These comments live below the main contact info at the top of a Contact Profile.

    1 reply
  • Guest
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    Oct 27, 2023

    This really needs to occur. Bloomerang's inability to add a basic feature that allows development professionals to either leave summaries or important notes at the top of a donor profile is simply embarrassing. NXT has the "summary note" right at the top which is beyond useful. I'm six months into bloomerang and I love it all but the lack of this feature is beyond frustrating. Everytime I type donor notes I just want to put that into one note that is permanently stuck at the top and not changed with the date.

    And the box I type those notes in should have the exact same functionality as the box I'm typing this comment in. It's 2023, almost 2024...come on!

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