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Vote
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...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Attributes / Sponsorship
0
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
21
Vote
Add a Global Change definition to Add/Delete Sponsorship Opportunity/Child Attributes
We have Attributes on the Child records, but cannot update these via Global change. We'd like to be able to manipulate all Child records the same way Constituent records can be handled in Global Change, Import/Update batches.
Created 29 Jun 13:23 by Phil Higgs
Blackbaud CRM / Attributes / Global Change / Sponsorship
0
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
3
Vote
Edit Existing (not used) Import Layouts
Allow users importing data into segments the ability to edit existing layouts. When creating a new file, I flubbed the layout a couple of times and couldn't overwrite, inactivate any of the options so I had to keep adding new ones with slightly di...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import
0
3
Vote
enable duplicate checking when importing Finder Files
Currently duplicate checking occurs when importing acquisition lists only.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Duplicate Management / Import
1
17
Vote
Develop import for Communications
An import for Communications would be really helpful. We often manipulate mail lists outside of CRM so much that the Correspondence function does not work for us.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Marketing and Communications
1
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
1
Vote
Make subject line context sensitive when you forward link to a page
I really like the function in Darwin that enables you to forward a link to any given page. I have a suggestion, however – every time I use this function, I find myself going back into the subject line to add the prospect’s name so there’s context ...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Security
0
Will not implement
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