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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
11
Vote
Need Tribute in Batch Design
We need the ablitity to set tributes as field options in batch design. We have many cases where we are setting up a batch and there may be many (in some cases over 200) of the gifts in the batch that need the same tribute. Currently you have t...
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Batch / Revenue / Tributes
1
Reviewed: Voting Open
23
Vote
Make creating a notification on a note easier
When adding a note on the documentation screen, it would be a big timesaver if there was a box asking if we want to add a notification so we don’t have to create a gift note and then turn around and select the gift note and then add a notification.
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Administration
0
Reviewed: Voting Open
32
Vote
Create a global change to change designations on recurring gifts
Often we need to take a group of designations that have 3 or 4 levels in the designatation hierarchy and modify them. So e.g. OM NL/NL_abc/NL_support/xxxx OMNL/NL_abc/NL_support/yyyy OMNL/NL_abc/NL_support/zzz etc needs to have all recurrin...
Created 29 Jun 13:24 by Guest
Blackbaud CRM / Global Change / Recurring Gifts
1
Reviewed: Voting Open
55
Vote
Enhanced Revenue Batch - Allow customer specific errors
We need a way to add our own specific business rules to the Enhanced Revenue batch entry. Currently, we have our business rules coded as 'errors' on our custom Gift Batch Proof list. However, we would much prefer to have our business rule violatio...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Batch / Gift Processing
1
Reviewed: Voting Open
17
Vote
Unable to import revenue into enhanced revenue batch without some required fields
Users would like to import BBEC revenue into the Enhanced Revenue Batch without having to populate all required fields, specifically Designations. Occassionally, the representative doing the imports does not have all of the necessary information a...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Import
0
Reviewed: Voting Open
12
Vote
'Set sponsorship recurring gift status' global change
Be able to globally (bulk) change the status of a Sponsorship Recurring Gift for various reasons, e.g., Holding for in arrears or Credit Card Rejections.
Created 29 Jun 13:23 by Dan Bowman
Blackbaud CRM / Global Change / Recurring Gifts / Sponsorship
0
Reviewed: Voting Open
22
Vote
Adding a site to a prospect plan interaction
When adding an interaction from a prospect plan, it is created without a site associated with it or a way to associate a site with it. Please can this be added?
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Interactions / Prospect / Site Security
0
Reviewed: Voting Open
3
Vote
Attributes in membership batch
Our organization was previously using revenue batch to process memberships before upgrading to 2.94. As of 2.94/3.0 attributes are not included in the membership dues batch. We' like to have this feature to store additional info pertaining to memb...
Created 29 Jun 13:22 by Zar Castillo
Blackbaud CRM / Attributes / Memberships
0
Reviewed: Voting Open
21
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
0
Reviewed: Voting Open
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