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to have the ability to import Prospect Plans through the batch population process in CRM
it meay be usefult o have a way to get legacy info onto DARS, I was hoping there would be a way we could import it via batch, to import data against plans/in the plans area of DARS0 Reviewed: Voting Open
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Import/batch of Opportunities
When busy, it's easier for our fundraisers to add their updated opportunities offline on a spreadsheet that can be imported for them by support staff rather than adding each one themselves in BBCRM.0 Reviewed: Voting Open
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allow users to import matching gift conditions
There are no available fields in a Constituent Batch or a Constituent Update Batch that would allow users to import matching gift conditions. When import large numbers of organizations it would be helpful to not have to add these manually on each ...0 Reviewed: Voting Open
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Have a find validation errors in revenue batch
Sometimes we have large batch of 500 transactions or so. When we validate the batch, there may be 1 or 2 errors that we need to correct. The only way to find these errors is to scroll through the transactions which take a huge amount of effort. We...0
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Add functionality allowing Excel files to be imported
My organization would like to import Excel (.xlsx) files in the same way .csv files are.0 Will not implement
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Constituent Update rules should consider capitalization changes as a difference to a constituent names that could trigger review depending on how your update rules are configured.
Currently the Constituent Updates functionality (within Global Data Entry Settings) does not take into consideration case sensitivity, so this does not trigger a manual review as it does not see capitalization as different. (Constituent Update rul...1
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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... -
import into BBEC in another format
Is there planned a way to process XML files as the source data? Or to import into BBEC in other formats aside from CSV,?0 Reviewed: Voting Open
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allow users to import the first record and only tag subsequent records as duplicates when importing selections
When importing selections if there are duplicate records it kicks out all occurences of the records as duplicates. It would be more efficient to allow the system to import the first item and then only tag the following ones as duplicates. -
Create a new Batch template for Educational Involvement import
We would like to use Batch to import Educational Involvements.0 Reviewed: Voting Open