At the time we were considering Bloomerang, we emphasized the need to search our constituents by our institutions ID # and was told we could. During implementation, we learned that was not an option but could request it to be added as a Feature.
I would like to suggest a change to the Find Constituent button. Can the box that appears below when you start typing in a name be changed to where there is an additional option to create a new constituent. It takes too many steps when trying to a...
Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
View a constituent's name title on the Constituent Dashboard and search results
It is possible to have two donors with the same name and the only thing that distinguishes them is "Dr.". Can you add this to Search results and also to the top banner when viewing a constituent record.
See recent constituents from the search bar so that you don't need to go to the Recent Constituent sections on the home page or constituent dashboard to quickly trace your steps back to where you left off.