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Enhance import selections to be populated by complex SQL
We have run into many query tool filter limitations, and one way around these limitations would be to populate an import selection with the results from dynamic SQL (insert into xxx select ID from table where criteria). The import selection could ...0 Reviewed: Voting Open
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Sponsorship and Enhanced Revenue Batch Imports include Constituent Financial Account Fields
As an organisation that receives revenue files from Direct Approach and Telemarketing vendors that include the Payment Method of Direct Debit, the import file needs to be able to map and import and the constituent's financial account details. **...0
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Allow users to change Default date format setting in Import/Options tab
Currently this is set to M/d/yyyy for both Date Format and Fuzzy Dates and set to M/d for Month/Day format. Each time a user creates a new import it is necessary to change from this default setting. A user should be able to define this default or ...0
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Allow Import Selections to switch back and forth between different Lookup ID types
Users will encounter this error below if they have recently switched between different Lookup ID types on their Import Selection. Error: Deleted ID: The value in the 'XXXXX' column does not exist in the database for the selected record type and al...0 Reviewed: Voting Open
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Add option for recurring imports on default network directory import source
For sFTP server import source is an option for one-time and recurring imports. However, Network Directory is for “once” (or one-time) imports only. It would be useful to have recurring imports also available for Network Directory as well.3 Reviewed: Voting Open
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Import Gift Aid declarations independently of revenue
Currently we are only able to import Gift Aid declarations via batch where the declaration is made with a payment, however we are not able to import declarations when there is no gift, for example where we send out a mailing requesting a declarati...1 Reviewed: Voting Open
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Add the ability to import notes on a Designation
For Designations, under the Documentation Tab, you can add notes. In the event, a user may need to add notes in bulk for this area, it would be good to have a way to import this in CRM, so they do not have to copy and paste for each one individually. -
Add the option to allow import of a donation revenue record to 'deceased' individuals.
Currently it requires a lot of work-around steps to bring in donations from someone who may have been erroneously marked as deceased. The preference would be that the revenue import can go through without error, and then we can create a report of ...4 Reviewed: Voting Open
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When the import process find duplicate records, the constituent ID should be provided on the control report. This would save so much time
The Import Control Report should provide the Constituent ID of any suspected duplicate record. With the current process, finding these duplicate records in Raiser's Edge is a tedious, time consuming process. Having the Constituent IDs would enable...0
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create a way for users to assign prospect funding interests in bulk via import
We need to add funding interests to multiple prospect records in bulk. There currently isn't a batch, import, or global change that allows us to accomplish this.1 Reviewed: Voting Open