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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
3
Vote
Edit Existing (not used) Import Layouts
Allow users importing data into segments the ability to edit existing layouts. When creating a new file, I flubbed the layout a couple of times and couldn't overwrite, inactivate any of the options so I had to keep adding new ones with slightly di...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import
0
3
Vote
enable duplicate checking when importing Finder Files
Currently duplicate checking occurs when importing acquisition lists only.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Duplicate Management / Import
1
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
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
9
Vote
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 DARS
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Prospect Plan
0
Reviewed: Voting Open
8
Vote
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 ...
Created 29 Jun 13:21 by Guest
Blackbaud CRM / Import / Matching Gift / Revenue
0
Reviewed: Voting Open
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
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
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