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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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update the Configuration Export functionality to allow selections for other objects.
Currently, the Configuration Export process does not allow users to select individual or selections of objects for certain categories such as Batch Templates and Import Processes. It would be beneficial to be able to only export selected instances...0 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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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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import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records -
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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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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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.1