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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...0 Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)3 Reviewed: Voting Open
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unable to import Individuals as contacts for an Organization
There is no option when importing relationships to import them as contacts or primary contacts for an Organization. Save the Children and Salvation Army National Headquarters have both asked for this functionality within the last month.3 Reviewed: Voting Open
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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 ...5 Reviewed: Voting Open
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import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records -
Allow batch template and import to update not just Deceased Date but also Confirmation and Source
I see that there is a DeceasedRecordFinder batch template with these fields are available but the Constituent Update batch does not allow for these fields to be used. If these were added this would mean we can easily update deceased data from exte...0 Reviewed: Voting Open
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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...0 Reviewed: Voting Open
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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.)0 Reviewed: Voting Open
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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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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