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allow Generate Revenue Update Batch to honor defaults set up in batch template.
The Generate Revenue Update Batch (GRUB) is used to adjust multiple transactions at once. When setting up the GRUB, a Revenue Update Batch (RUB) Template is required so it knows what kind of batch you want the adjustments created in. The RUB Templ...3 Reviewed: Voting Open
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Allow the addition of more constituent fields to the Revenue Batch Constituent Window
My organization would like to be able to add fields as needed to the Constituent Window in a Revenue Batch. For example, specifically we would like to add the Alias field but we think the ability to add other, related, constituent fields to that w...0 Reviewed: Voting Open
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Make @ValidateOnly flag fully supported for batch extensions
The @ValidateOnly flag can be used when building a batch in order to provide the end-user with in-row validation, using the "Validate" button in the UI. However, this feature is not officially supported in batch extensions - they require creating ...0 Reviewed: Voting Open
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Allow Documentation in Constituent Update Batch
in Constituent update batch, allow Documents - medial links and attachements to be uploaded/imported.1 Reviewed: Voting Open
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Post Multiple Batches
I noticed there is a 'Commit Multiple Batches' function in Blackbaud CRM. However, if I need to Post these batches to the GL (general ledger), there is no easy way of doing this. I need to adjust the query everytime to be able to select specific b...0 Reviewed: Voting Open
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Improve the way solicit codes are handled in batch
If a batch including constituents is created, but before it is committed, a solicit code gets onto a constituent record, then that row goes to exception, with the error "Solicit Codes cannot be deleted via batch". This happens quite often for us, ...0 Reviewed: Voting Open
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Enhanced Revenue batch - Auto-apply
While the commitment auto-apply functionality is working as intended not enough thought has been given to the users who enter 100's of items at a time. In the ERB if the amount entered equals one of the commitments for a constituent then the Comm...0 Reviewed: Voting Open
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Allow fields to be added to Batch Export files (for uncommitted batches) or include information in Revenue Details like Recognition and Tribute information
My organization would like to add fields to the batch export files for uncommitted batches. Currently, when exporting a batch, the fields in the file match the fields in the batch's grid. However, we are looking to include recognition and tribute ... -
Make it easier to identify which addresses were added in a Constituent Update Batch
After creating a Constituent Update Batch import, looking at the addresses for any person on the batch will show all their pre-existing addresses. This makes it difficult to look them over and see which address is being newly added against the exi...1 Reviewed: Voting Open
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Need Tribute in Batch Design
We need the ablitity to set tributes as field options in batch design. We have many cases where we are setting up a batch and there may be many (in some cases over 200) of the gifts in the batch that need the same tribute. Currently you have to ...1 Reviewed: Voting Open