NEW FEATURE REQUEST

Pinned feature request

PINNED Show Relationship Note in the list of Relationships
When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
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PINNED Apply other household members' payments to pledges
Allow a payment made by a different household member to count as a payment towards a donor's pledge.
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Relationship & Households

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Show Relationship Note in the list of Relationships

When there are multiple contacts for an Organization, the Note would allow us to specify who we contact for what and show it on the Relationships list without having to click through each person to find the right contact. For example, if there's a...
about 2 months ago in Relationship & Households 0 Not Prioritized
102 VOTE

Better workflow when household member becomes deceased

More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
about 2 years ago in Relationship & Households 4 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
4 months ago in Bulk Update / Relationship & Households 3 Not Prioritized

Smarter salutation name defaults when creating a new household

When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
2 months ago in Relationship & Households 1 Not Prioritized

Option to add a new address to all household members

When you add a new address to a constituent who is in a household, provide an option to add that address to all the other members of the household at the same time.
over 2 years ago in Relationship & Households 3 Not Prioritized

Option to edit an address for multiple household members

When you edit an address to a constituent who is in a household, provide an option to edit any identical addresses on the other members of the household at the same time.
over 2 years ago in Relationship & Households 2 Not Prioritized

Create a new household via imports

Use the information from an external source to create households in Bloomerang.
over 2 years ago in Import / Relationship & Households 3 Not Prioritized

Add a relationship audit trail

ability to see the date created/modified and the user who created/modified a relationship. This information should be available in the application and in the data extract.
6 months ago in Relationship & Households 0 Not Prioritized

Sort related constituents alphabetically by last name or sort name

Sort related constituents alphabetically by last name or sort name so you can more easily skim the list.
over 1 year ago in Relationship & Households 0 Not Prioritized

Import constituents into existing households

When importing new constituents, indicate whether they should be added to an existing household in your database.
over 2 years ago in Import / Relationship & Households 0 Not Prioritized