Quickly find specific timeline entries based on more complex search and filter options, such as:
Interaction channel (more easily focus on personal interactions and hide mass emails)
Date range (possibly replacing the list view as a way to find older entries)
Interaction purpose
Text in the interaction subject
Transaction type
Pledge status
Recurring transaction status
This is a feature that I've been voting for and commenting on in one form or another for I think over two years now. It's something I wish for daily. If you only knew the amount of time I spent scrolling through donor timelines just to try to piece together the info I need, which could be seen at a glance with more effective filtering options!
Even with the current filtering, there are oftentimes where it will only show transactions going back 1-2 years (even if they've only given once or twice in that timeframe). So I often have to look at the full timeline regardless, and then scroll through endless pages just to get an idea of their giving for the past 4-5 years.
What would also be super useful : Have an “Upcoming Schedule” filter by opportunity or dates. We’d like a way to filter “upcoming schedules” by opportunity or date (not just a general upcoming schedule filter).
I would love to be able to see at a glance whether a mass email was opened or not, instead of having to open every interaction record.
Also, make it so you can filter in list view when you go to see other older entries.
This feature would make my life so much easier! It's so hard to track any notes on donors in interactions, because you can't sort out any mass emails. I've had to do both types - an interaction and a note since a note is easier to sort by. It would be great to filter by the channel or even search for the subject title. By far, this feature idea would make Bloomerang the most user friendly for me.
Echoing others -- at the very least, being able to filter out "mass emails" would be a significant improvement!
Would be great to be able to 'pin' filtering preferences
Pleas add the ability to filter out mass emails, especially Mailchimp mass emails! They tend to clutter up the timeline and make it hard to see any other interactions.
I would like to add that including options for note type would be really useful here.
PLEASE. At a minimum we need to be able to filter OUT the mass emails from all the other interactions.
Please make it so you can filter the interactions by pledges, pledge payments, solicitations, mailings, etc.
Please! It's so hard to take a quick look at everyone's interactions because of the mass emails in the way on the timeline!
At a minimum, the ability to filter out Mass Emails would make SUCH a difference!
there is no way to just see a list of just a person's donations without running a full report - the timeline includes ALL their soft credits and pledge payments which is very cumbersome if a donor has been active. It would be great if we could filter out soft credits etc. running a report defeats the purpose of purchasing bloomerange, which was to get fast and easy access to donor information.
Of all of the feature requests here, this is one that would be most helpful. Literally every time I open a record, I wish that this feature existed, especially the ability to filter our mass emails. It would save so much time vs. having to scroll through so much information just to find the more personal touches! I find myself wishing for this almost daily, ever since first voting on one of the original feature requests that were merged into this one.
We have a long history with some of our constituents. It would be hugely helpful if we could filter on the list view as well. Would love to be able to only see transactions dating back 20+ years. Or personal emails that were not mass emails. It takes lots of frustrating time scrolling through pages of timeline looking for data. Please make this happen.
Is this ever going to happen?
YES! This would be fantastic and save so much time searching through years of interactions!
This would be HUGELY helpful!! It is so hard to sort through mass emails vs. phone calls, etc.
YES! We get bogged down especially with interactions ...ALL interactions show. Mass emails eat up the whole timeline! Wish I could filter out all mass emails and only see individual emails.