Advanced filtering options on the timeline

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.

This would be SO HELPFUL. We have lots of donors that have loooong histories with us and the endless scrolling is really frustrating.

All of the options to filter the timeline that are listed below would be a major step in the right direction in updating the timeline.

• Date range (possibly replacing the list view as a way to find older entries)

• Interaction channel

• Interaction purpose

• Text in the interaction subject

• Transaction type

• Pledge status

• Recurring transaction status

Not sure if the timeline(as it sits now) shows that a donation was recurring/one-time or payment method, but that would be great info to have on the first page that shows up so you don't have to click/search on a donation to see that info.

I just asked Bloomerang support if this is something that could be done... Referred to add it here, and it appears to be a highly wanted feature. Is there any update from Bloomerang on this?

Yes to this! In particular, I would love a way to remove mass emails from the timeline, so that I can just see personal touches with donors. I love that the mass emails are recorded, and still want to be able to see them, but they really muddy things up when I'm trying to quickly glance and look at personal touches over the past year or two.

In addition to being able to filter on purpose being able to add in custom purposes would greatly improve the timelines - having to use "other" for everything isn't useful. When the Bloomerang webinar demos experts end up having to use "other" for a whole presentation it demonstrates that there is a lack of options for "purpose". Please make purpose/channel flexible and allow us to add unique options.

+1 Being able to sort and group interactions on a timeline would be very helpful! Many of our individual constituent email interactions are extensive back and forth emails regarding a specific topic, being able to group/link or otherwise connect them would greatly improve the readability and ease of reviewing an issue.

I definitely support a more dynamic report function that crosses over multiple tables. The report types that are automated are limiting.