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update the Configuration Export functionality to allow selections for other objects.
Currently, the Configuration Export process does not allow users to select individual or selections of objects for certain categories such as Batch Templates and Import Processes. It would be beneficial to be able to only export selected instances...0 Reviewed: Voting Open
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Comment or note on Application user Account
Tracking user departments or other details would be easier if there was a comment/note field on the application user account. This should be available in the application user grid.0 Reviewed: Voting Open
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Sponsorship Batch template should include Revenue Attribute fields
When adding new sponsorships in a batch, we would like to be able to set revenue attributes relating to the recurring gift. The revenue attributes should be available as fields to add in the batch template - so we can set these when adding a new s...0
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Fix the issue of screen arbitrarily jumping to the top
The screen is spontaneously jumping back to the top, when a user has already scrolled down the screen. It happens mostly on the Revenue History and Recognition History screens. There are not any consistent patterns user is clicking on to make this...0
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Religion and Update Batch
Hi, I recently had to mass change religion to a sizable constituency, I said, no problem that's in the update batch. To my dismay it is not!0 Reviewed: Voting Open
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Fix Constituent Update Batch so that it doesn't update Date Changed for phone numbers which didn't change
As per https://kb.blackbaud.com/articles/Article/118291, CUB updates the Date Changed field for phone numbers, email addresses and addresses which didn't actually change. This is then misleading when we query on or manually look at records. This i...0 Will not implement
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Add the option to ignore updates if data does not already exist to Constituent Update Batch imports
We would find it useful to have an additional constituent update option for constituent update batch and import to ignore incoming data if it does not already exist on a constituent record. Eg: the import file has an address, however, for this par... -
Allow Email Alerts to work when the feed alert field on the Data List is of type Date, not just Datetime
If we choose for an email alert, a field on the feeding Data List of type Date, the email alert never sends an email, even though records do appear in the Data List. If the field is a Datetime it works. This is very limiting, as many of the thing ... -
Improve Web transaction batch user assignment options
Currently batch assignments for web transaction batches allow for multiple users, however this splits the batches in a "round robin" transaction allocation. This is not useful when one user is out of the office and cannot access the other user's b...0
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Export Filtering of relationships within a certain site ID
When in export you add relationships for an organization we would like to see Site added to the fields that can be filtered. This way if an organization say Bank of America has 20 contacts and only 5 of them are related to a site that only those 5...0