Skip to Main Content
Status Not Prioritized
Created by Guest
Created on Oct 10, 2024

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.

  • Attach files
  • Guest
    Reply
    |
    Dec 18, 2024

    It's extremely disappointing that Bloomerang would roll out a new Relationship Manager feature (that we're very excited to utilize) but not give us the option to bulk update. The whole point of Bloomerang is to manage thousands of constituents, so why they wouldn't allow bulk updates for Relationship Manager upon launch of this feature is beyond my comprehension. We are not going to manually go into hundreds of our donor records and individually assign a user as a Relationship Manager one at a time. Until a bulk update feature becomes available, the Relationship Manager tool is unfeasible for our organization to use.

  • Guest
    Reply
    |
    Dec 11, 2024

    This would be extremely useful as a team brings on new employees to evenly distribute relationships and re-arrange them amongst team members.

  • Guest
    Reply
    |
    Nov 21, 2024

    Unable to bulk update relationship manager or import as a constituent field.