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Vote
Create a new Batch template for Educational Involvement import
We would like to use Batch to import Educational Involvements.
Created 29 Mar 14:36 by Guest
Blackbaud CRM / Education Information / Import
0
Reviewed: Voting Open
6
Vote
allow users to import updates to revenue recognition
We have a list of revenue IDs for revenue already in CRM, and a list of corresponding Recognition type and Lookup IDs for recognized donors (this is more accurate as there are many people with same name), recognized amount, & date. There curre...
Created 22 Dec 21:43 by Guest
Blackbaud CRM / Import
0
Reviewed: Voting Open
29
Vote
allow the ability to import revenue updates via Revenue Update Batch
Currently Revenue Update Batch cannot be used with import. If you try to create an import from the Revenue Update Batch template you receive the error: The selected batch template does not allow data to be imported via the import business process.
Created 09 Nov 13:56 by Guest
Blackbaud CRM / Import
2
Reviewed: Voting Open
9
Vote
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.
Created 12 Aug 19:01 by Guest
Blackbaud CRM / Import / Prospect
1
Reviewed: Voting Open
2
Vote
the ability to check finder AND source upon import
Need to make sure when a finder come in upon import that it matches on the source code as well.
Created 29 Jun 13:26 by Guest
Blackbaud CRM / Import / Marketing and Communications
0
Reviewed: Voting Open
7
Vote
allow users to import revenue transactions to campaigns that aren't defaulted on the designation.
Currently when importing transactions you cannot specify the campaign to associate with a transaction if it differs from the one on the designation. This can be done manually in the batch - we would like the ability to do this to a large number of...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Campaign / Import / Revenue
1
Reviewed: Voting Open
23
Vote
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.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import
3
Reviewed: Voting Open
25
Vote
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...
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import / Scholarships
0
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
21
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
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