Batch | Ideas for Blackbaud CRM and BBIS

29 Vote

Allow us to query on uncommitted batch transaction data

Created 29 Jun 13:20 by Guest

Blackbaud CRM / Batch / Query

0 Will not implement

11 Vote

Fix Constituent Update Batch so that it doesn't update Date Changed for phone numbers which didn't change

As per https://kb.blackbaud.com/articles/Article/118291, CUB updates the Date Changed field for phone numbers, email addresses and addresses which didn't actually change. This is then misleading when we query on or manually look at records. This i...

Created 07 May 23:45 by David Wanless

Blackbaud CRM / Batch

0 Will not implement

2 Vote

Allow users to insert a line in the middle of the batch

Currently, you are unable to insert a row inbetween other rows. This was a feature in Raiser's Edge that was very useful because we usually would want to have our information in the order it comes it. It makes finding information within the batch ...

Created 01 Oct 16:31 by M. Bongiovanni

Blackbaud CRM / Batch

0 Will not implement

2 Vote

Cannot give two gift memberships to the same recipient in the same Membership Dues Batch

System does not allow commit when the same person is given more than one gift membership (and/or Adopt-a-something) in the same batch. Error message is "You cannot enter the same membership transaction in a batch more than once."

Created 23 Jul 21:59 by Guest

Blackbaud CRM / Batch / Memberships

1 Will not implement

1 Vote

Add an Invidiual from Batch Revenue Constituent Search screen -- title and suffix lookup lists are too narrow

The lookup list is so narrow that there is no way to see the full value without hovering the mouse over it. The lookup lists are fine on the Add an Individual form from the Constituents functional area.

Created 11 Dec 20:55 by Guest

Blackbaud CRM / Batch / Search

0 Will not implement

1 Vote

Have the Add Matching Gift Relationship form in batch to not call the actual Add-form so that the relationship is not added until the batch is committed

The user would like for the Matching Gift Relationship add-form in batch to not add the actual relationship until the batch is committed. Currently, if you add a Matching Gift relationship in batch, the relationship is created on the fly. If it wa...

Created 26 Oct 16:52 by Heather Johnson

Blackbaud CRM / Batch

0 Will not implement

1 Vote

add the ability to change a batches workflow status using queue processing

Why is it useful, who would benefit from it, how should it work?

Created 15 Jul 22:31 by Guest

Blackbaud CRM / Batch

0 Will not implement

0 Vote

Create batch that allow to update or add records to the Recognition records.

Create batch that allow to update or add records to the Recognition records as institutions may have recognition processes that do not align with the current functionalty in CRM.

Created 01 Feb 20:24 by Karen MacNeil

Blackbaud CRM / Batch

1 Will not implement

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Allow us to query on uncommitted batch transaction data

Fix Constituent Update Batch so that it doesn't update Date Changed for phone numbers which didn't change

Allow users to insert a line in the middle of the batch

Cannot give two gift memberships to the same recipient in the same Membership Dues Batch

Add an Invidiual from Batch Revenue Constituent Search screen -- title and suffix lookup lists are too narrow

Have the Add Matching Gift Relationship form in batch to not call the actual Add-form so that the relationship is not added until the batch is committed

add the ability to change a batches workflow status using queue processing

Create batch that allow to update or add records to the Recognition records.

Filter by status

Filter by category

Identify yourself with your email address

Allow us to query on uncommitted batch transaction data

Fix Constituent Update Batch so that it doesn't update Date Changed for phone numbers which didn't change

Allow users to insert a line in the middle of the batch

Cannot give two gift memberships to the same recipient in the same Membership Dues Batch

Add an Invidiual from Batch Revenue Constituent Search screen -- title and suffix lookup lists are too narrow

Have the Add Matching Gift Relationship form in batch to not call the actual Add-form so that the relationship is not added until the batch is committed

add the ability to change a batches workflow status using queue processing

Create batch that allow to update or add records to the Recognition records.