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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
21
Vote
import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import
4
Reviewed: Voting Open
20
Vote
Have an option to make a copy of import file template
Add a Copy option for import file templates. This would be very handy when we are building a new import file template which is similar to an existing one. The copy should ask for the new import file and keep the field mapping where the fields are ...
Created 20 May 07:08 by David Wanless
Blackbaud CRM / Import
5
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
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
14
Vote
Add constituent update configuration option to import and batch handling that will both match incoming addresses/phones/emails to existing records and mark as primary
Current CRM constituent update batch import and template design only allows "new" addresses, phones, and emails to be marked as primary in batch. If an imported address matches to an existing address it is no longer considered a new record and can...
Created 29 May 21:55 by Guest
Blackbaud CRM / Import
0
Reviewed: Voting Open
14
Vote
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 ...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import
0
14
Vote
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. **...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import / Sponsorship
0
13
Vote
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...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Gift Aid / Import
1
Reviewed: Voting Open
10
Vote
Ability to add Contacts for organizations in a Batch or Import for Non-Hosted Users
Ability to add Contacts (Contact Type and information) in a Batch or Import for Non-Hosted Users Constituent Batches (Individual, Organization, Update Batches, Volunteer, Educator, etc.)
Created 31 May 17:49 by Guest
Blackbaud CRM / Import
0
Reviewed: Voting Open
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