Bloomerang CRM keeps your constituents, communications, reports, and settings together in one workspace.
This article shows you where to find each part of Bloomerang CRM, how to search for the people in your database, and how to get help when you need it.
Search for Constituents
On any page, use the Search For Constituents box to find an individual constituent, organization, or household. To learn how constituent searches work, read Search for Constituents and Households.
Find What You Need in Bloomerang CRM
Use the side navigation menu to go to the pages and settings in Bloomerang CRM.
Home
Track key fundraising metrics and to-do lists on a dashboard that you can personalize.
Constituents
Get to know your existing constituents and how to approach them with the Intelligent Giving Platform, powered by Dataro. The Intelligent Giving Platform brings real-time, predictive donor intelligence directly into Bloomerang CRM. For deep wealth screening in batches, use DonorSearch.
Groups
Reports
Use conversational language to quickly create and refine reports using plain language. Or, create reports manually. View your reports in Bloomerang CRM and also download them as Excel files.
Communications
Communicate with your constituents:
Emails: Create email templates and send out mass emails.
Journey Automation: Automate cultivation, acknowledgements, drip campaigns, and milestone celebrations.
Letters: Create letter templates and generate PDF letters.
Forms: Create and manage forms for online giving, event registration, email sign-up, and constituent info. You can also edit form settings that affect all Bloomerang CRM forms.
Engagement Surveys: Activate surveys for new, existing, and lapsed donors.
Tributes: Add tribute donations made in memory of or in honor of someone.
Payments
Payment Confirmation: Enable online payment confirmation receipts.
Data Tools
Manage your data:
Import: Upload a spreadsheet of data in a few steps.
Bulk Update: Make bulk updates to funds, campaigns, and/or appeals of transactions.
Bulk Delete: Permanently delete multiple transactions, tasks, notes, and interactions in bulk.
Merge Duplicates: Review and merge duplicate constituents to maintain the health and quality of your data.
Settings
Organization: Edit your organization's name, contact information, and social media accounts; turn on two-factor authentication (2FA); and export your data.
Users: Create and edit user accounts, configure email notification preferences for users, and generate and copy API v2.0 keys.
Custom Data: Manage custom fields and values for constituents, transactions, interactions, and notes. Manage custom values for relationships, funds, campaigns, and appeals. If your subscription includes membership management, set up and manage membership programs and levels.
Giving Settings: Define the donation range amount for each giving level.
Integrations: Configure accounting integrations (QuickBooks and Aplos) email integrations (Mailchimp and Constant Contact), and learn about other third-party integrations. Connect to the National Change of Address (NCOA) dashboard.
Website Tracking: Track constituent visits to your website.
Billing & License: View usage and subscription information for your Bloomerang CRM account. View or update your payment method, pay your balance, and view any open or previous invoices.
Expand and Close Side Navigation
By default, the side navigation menu is expanded. To collapse the menu, click the arrow icon next to Home. When you collapse the menu, it remains collapsed the next time you use Bloomerang CRM.
To expand the navigation menu, click the arrow icon.
Read Notifications
Notifications alert you about new features and important announcements. Click Notifications 
to read or hide notifications.
Get Help, Submit Feature Requests, and Refer Friends
For help, click Help 
within the main navigation menu and choose an option:
Help Center: Read articles that help you work in Bloomerang CRM.
Bloomerang Learning: Complete on-demand educational learning paths and self-paced courses about using Bloomerang products. Read more about Bloomerang Learning.
Feature Suggestions: Submit and track your ideas for how we can improve Bloomerang products, or vote on suggestions made by other Bloomerang users.
Refer a Friend: Refer a friend or colleague to Bloomerang through our referral program.
Product Updates: Read recent and past updates to Bloomerang’s products in our changelog.
To chat with us, click Chat 
. Read more about Bloomerang Chat.
View Your User Settings
To view your user settings, click your profile icon 
and then click My Profile. In your profile, you can view your account details, API keys, and preferences.
Log Out
To log out of Bloomerang CRM, click your profile icon and then click Log Out.
Note: Your profile icon shows the first letter of the account name, not your username.
When you log out of one Bloomerang application, you are automatically logged out of any other Bloomerang applications that you are logged into with single sign-on.
For your security, Bloomerang CRM automatically logs you out 12 hours after you log in or after 3 hours of inactivity. This does not automatically log you out of other Bloomerang products.
If you are logged into multiple Bloomerang apps with single sign-on, you will not be automatically logged out of any of them due to inactivity as long as you are actively working in one of them.
Switch Between Bloomerang Applications
To go to Bloomerang Volunteer or Bloomerang Fundraising (formerly Qgiv) directly from Bloomerang CRM, click Apps 
.
Bloomerang uses single sign-on to simplify the login process. When you log in to one Bloomerang application and then log in to a different one, you can choose to link your accounts between the two apps. If you do this, you do not need to log in again when you switch between those apps in the future.