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Allow Import of solicit codes
We frequently receive these fields in files from our suppliers. They should be able to be imported directly, not just imported as attributes and then converted via other processes2 Shipped
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Allow the importing of appeal and interaction responses
Functionality exists for both an appeals and interactions to manually add/edit responses. Allow for the import of this information via import/Batch.4 Shipped
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Import into Alternate ID
Allow the import process to map directly to the Alternate ID field.2 Shipped
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Remove Illegal Characters in the Exports' Headers
The system exports files with characters in the headers that must be removed prior to being able use the data to import back into the system. In order to export and then import, therefore, you have to modify the file each time. This needs to be mo...0 Shipped
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Allow Recurring Gift Upgrades via Import
Our organisation is running a Marketing Effort to ask Constituents with Recurring Gifts to increase their commitment amounts. This is being managed with an external vendor, and has been going quite well. We have over 500 reponses back, and now nee...4 Shipped
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Add source data translation tables to the Import function
Currently, if you import data from an external source system into BCRM any imported code table values in the source file must match the permitted values in BCRM. This creates a problem when importing data from external source systems that use diff...0 Shipped
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Ability to map fields in an import template after it's been saved
Users have the ability to create templates for import files that allow for easier and quicker mapping of fields when scheduling import processes. After an import template is created with mapped fields for a specific file and it's saved/closed, use...
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Shipped
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Allow for attributes to be added and updated through import
Constituent Attributes cannot be added or updated via import. This is missing functionality from Raiser's Edge.1 Shipped
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Allow import of institution official ID in the constituent update batch solely for use in matching the constituent, not for update.
Most organizations have a pre-existing official ID that is used organization wide that can’t be changed, but that could be very useful in matching the constituent in a Constituent Update Batch. Creating some way to specify that an imported field i...0 Shipped
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Unable to update phone numbers through import
Unable to update phone numbers through import. Currently BBEC does not give us an option to link the phone number to a Phone ID.0 Shipped