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Vote
Add contituent update rules that are missing in BBIS batches
Event registration and profile update batches do not currently have a tab in their configuration for 'Constituent updates', implying that they do not follow the configured system rules and also cannot have custom rules applied on a 'per batch' bas...
Created 08 Aug 07:45 by Martin Porcas
Blackbaud CRM / Batch
0
Reviewed: Voting Open
1
Vote
Add the ability to add an extra field into the Batch Template for Interactions Batch
Currently there isn't a way to add fields to a batch template. It would require a batch extension or a new batch type to accomplish this.
Created 02 May 18:22 by Guest
Blackbaud CRM / Batch
0
Reviewed: Voting Open
1
Vote
Add Membership Attributes into Membership Dues Batch
We and many others will have Membership Attributes to hold extra information that doesn't fit any of the out of the box fields but there is no ability to add attributes via a Membership Dues batch unlike the Enhanced Revenue Batch so users have to...
Created 15 Feb 15:21 by Guest
Blackbaud CRM / Batch
0
Reviewed: Voting Open
1
Vote
Permit interaction import to Group (Committee) records with participants
We need to be able to import interactions to group/committee records and include one or more participants on those interactions. Within the same import, we anticipate multiple interactions being uploaded to the same committee record with a differe...
Created 25 May 20:04 by Kerry Acker
Blackbaud CRM / Batch
1
Reviewed: Voting Open
1
Vote
Add a setting that allows for defining the maximum number of transactions added by batch separation
In Batch Assignment Settings users may define the maximum number of records that will be added to a batch before starting a new one. If batch separation settings are enabled, this setting does not apply to resulting update batches, which can lead ...
Created 29 Oct 17:47 by Scott Dunbar
Blackbaud CRM / Batch
0
1
Vote
change Address Processing Options to allow more than two levels of hierarchy for selecting addresses
If someone overpays a pledge payment, it is more likely that we would want to apply the overpayment of the last installment, rather than the next installment.
Created 06 Feb 20:05 by Mitchell Gibbs
Blackbaud CRM / Batch
2
Reviewed: Need Further Info
1
Vote
Make the batch template defaults work in the membership batch entry screen
We would like the membership batch entry screen to take the defaults from batch templates. For example we would like to have one template for credit and one for checks so the credit would default to credit and the check would default to check. Cur...
Created 14 Sep 17:51 by Guest
Blackbaud CRM / Batch
0
1
Vote
Need the ability to extend the constituent view form in the erb
We use finder numbers for our constituents, and they are not always available on the mail piece. Rather than having to leave batch and search for things like this, it would be better for the data entry staff if we could add additional tabs at need...
Created 10 Aug 16:27 by Julie Stone
Blackbaud CRM / Batch
0
1
Vote
The Control Batch report showing more details on rows within batch.
The Revenue Control batch report only shows the information in the row in batch, it does not show specific information, Such as a payment on a pledge, ECT.
Created 20 Mar 19:25 by Guest
Blackbaud CRM / Batch
0
1
Vote
when a batch is saved, it should continue to show the page the user was on. it should not kick you back to the first page of the batch
we tend to have large batches. it is tedious to have to go back to where you were before you saved.
Created 04 Oct 21:06 by Christine Griffin
Blackbaud CRM / Batch
0
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