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Recent
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68
Vote
create functionality to allow users to import survey results via batch
Survey results can currently be added manually to a constituent record, but unless they come from BBIS you are not able to import a group of survey results. It would save time to be able to import survey results into a constituent update batch or ...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import
0
Reviewed: Voting Open
42
Vote
Add the ability to import Interactions using Alternate Lookup ID
From BB Support: tested this in sample site and can confirm that you can’t match constituent in interaction batch on the basis of alternative lookup id.The client needs to provide constituent lookup ids to find a constituent.FYI: In interaction ba...
Created 20 Oct 05:57 by Khanh Ha
Blackbaud CRM / Import
5
Reviewed: Voting Open
35
Vote
allow users to import transactions for inactive records
Currently users can enter transactions for inactive records in batch or using the one-off form. They are not able to using a lookup ID in an import because there is no way to have the option to include inactive records checked by default on the lo...
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import
1
Reviewed: Voting Open
32
Vote
Allow Lookup ID when adding a Designation Import Selection
When adding a designation import selection, the only ID type that appears as an option is System record ID (Designation record/GUID). We do not use this field; rather, we use the Lookup ID. We’d like Blackbaud to add Lookup ID as an ID type. This ...
Created 12 May 19:26 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
28
Vote
Allow document attachments to be imported through an import process
Through an import process, provide a means to import attachments for constituents.
Created 29 Jun 13:20 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
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
22
Vote
Change the Tokenizer so it handles mixed files
The new Tokenizer built in to BBCRM can't handle files with both credit card rows and other rows. The old desktop app handled these reasonably well, as it had an option to only tokenise rows where a particular field (in our case 'Payment Method') ...
Created 05 Oct 23:37 by David Wanless
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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