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Recent
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5
Vote
Allow batch template and import to update not just Deceased Date but also Confirmation and Source
I see that there is a DeceasedRecordFinder batch template with these fields are available but the Constituent Update batch does not allow for these fields to be used. If these were added this would mean we can easily update deceased data from exte...
Created 12 Sep 11:23 by Lisa Fields
Blackbaud CRM / Import
0
Reviewed: Voting Open
25
Vote
create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import / Scholarships
0
Reviewed: Voting Open
25
Vote
Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Marketing and Communications
3
Reviewed: Voting Open
25
Vote
Load existing attribute data in revenue update batch
In revenue update batch, existing data of an attribute is not loaded when a revenue record is added in the batch. If the exist data is loaded, it will help users to update the attribute much easier.
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Attributes / Batch
0
Reviewed: Voting Open
25
Vote
Allow us to query constituent batch number
We need the ability to query on constituent batches just like we can on revenue batches. We enter multiple batches during the day and need to be able to pull the data from only the one batch number.
Created 29 Jun 13:19 by Guest
Blackbaud CRM / Batch / Query
0
Reviewed: Voting Open
17
Vote
Allow a Custom Tab to show a DataList with NO Context Record - add ContextType of <None> to Custom Tab 'Edit Section' area
Both web dashboards and custom tabs display the results of data lists. When you create a web dashboard, however, there is an option to create one with a context record type of <None>, and if you create a dashboard of that type and a data lis...
Created 09 Apr 14:19 by Jon Herz-Midler
Blackbaud CRM / Administration
2
Reviewed: Voting Open
20
Vote
Be able to assign permissions for specific attributes.
Some attributes in CRM should be able to be accessed by some users, while other attributes should not to access others.
Created 24 Feb 21:13 by Guest
Blackbaud CRM / Attributes
1
Reviewed: Voting Open
21
Vote
Improve user interface to assign System Roles to Application Users
At present it takes me about 5 minutes for each App User to assign their System Roles (typically between 20 and 30 different System Roles). This would be 10 to 20 times faster if you would please give us a better user interface for this task. Wha...
Created 28 Jul 03:27 by Tony Graddon
Blackbaud CRM / Security
1
Reviewed: Voting Open
8
Vote
Add an AddressFinder setting to ensure all constituents with a shared address have their address information updated
When we run the AddressFinder process, we are running into a problem where only some constituents with a shared address are receiving the update from AddressFinder. So, for example, prior to running AddressFinder, we may have a household and all h...
Created 17 Jun 17:55 by Guest
Blackbaud CRM / Administration
0
Reviewed: Voting Open
23
Vote
unable to import Individuals as contacts for an Organization
There is no option when importing relationships to import them as contacts or primary contacts for an Organization. Save the Children and Salvation Army National Headquarters have both asked for this functionality within the last month.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import
3
Reviewed: Voting Open
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