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Add the ability for users to see a timestamp of a record being added to a CRM enhanced revenue batch
Our CRM database is CST and BBMS is EST. When credit cards are charged between 11:00PM and 12:00AM CST, the date in BBMS is different than the GL post date in CRM and this complicates our reconciliation, especially during busy times. If the time o...0 Reviewed: Voting Open
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add sorting and filtering to Edit Batch Entry for Revenue
In order to apply incoming revenue to an open pledge or commitment, we currently need to review each line of revenue to see if there is an open commitment. Some revenue designations per our internal rules, however, cannot be applied to commitments...0
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Add more deceased fields to constituent update batches
When I get a file of deceased donors from a mail house, I need to be able to globally mark them as deceased. I see that I can import them to a constituent update batch, but that only the "is deceased" and the "deceased date" fields are available. ...0 Reviewed: Voting Open
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Add functionality to control visibility of Web Dashboard folders
My organization would like to permission out accessibility to Web Dashboard folders and pages. We can control access to pages but folder permissions do not include view options meaning that every user can see that folders exist and open them.1 Reviewed: Voting Open
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create a way to limit the "match percentage" calculation of a batch to only use certain fields you want (such as Name and Email Address )
We are developing a batch process to append a solicit code to a constituent's record and are looking for your guidance on how to create efficient matching options within the batch template. We have two distinct data files - one that contains the c...0
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Allow for conditional execution of steps in queues based on selections
This would be useful in many ways. For automated processes that take time, the selection could be run to see if the process needs to be run at all. For example, if there are no gifts that could trigger an acknowledgement process - don't run that q...1
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Map the new sustainer likelihood score in the Model Score Update Batch fields
After an organization has received a Target Analytics data file, it can be imported using a Model Scores and Ratings Update batch. There is not currently a field for Sustainer likelihood. It is recommended that Sustainer likelihood be added into t...0 Reviewed: Voting Open
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Prompt Password Change for new users
When adding a user or manually resetting a password, nothing prompts the user to change their password from whatever the administrator gives them. For security, it would be helpful if it prompted for a new password from the user.1 Reviewed: Voting Open
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The ability to remove a significant number of assigned appeals from constituents.
Currently there is no way to globally delete appeals from constituents in the event that a batch is mistakenly committed twice causing duplicates. We would like a global change option so these do not have to be removed one by one. -
Allow for pre-selected batches in version 4.0
It would be helpful if after editing, closing and saving a batch. The batch would still be pre-selected when the batch data list is loaded.0