-
Ability to add Grant Awards via Batch
We would like to be able to add grant awards via batch.0
-
Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th...0
-
creating a selection from an open batch
on any batch type an additional option to save all the records in that batch to a static selection should be available. Either committed batches or uncommitted batches should have this option to allow easier review of records or subsequent use of ...0 Reviewed: Voting Open
-
Add mailing preferences to the Update Constituent Batch template
No description provided
0
-
Add the ability to enter an event registration and an event registration payment in the same batch.
When a event registration is created in BBIS, the event registration and the event payment are processed in the same BBIS Event Registration batch. Currently, when registering outside of BBIS, an event registration and payment must be processed by...0 Reviewed: Voting Open
-
Inactive and Deceased Constituents in Constituent Update Batch should be updateable including the addition of relationships
Deceased records are constantly touched by Planned Giving departments. Inactive records mean different things to different orgs and can still receive gifts and constituent info updates. We need to be able to update and add relationships to these c...1 Reviewed: Voting Open
-
Allow constituent search in batch to be replaced using the replace search list function
My organization would like to be able to replace the constituent search in batches with our custom constituent search. Currently, the replace search list function only allows us to replace the task and we don't have the option to replace the out o...0 Reviewed: Voting Open
-
Allow bulk update of a field in Batch
As per the Raiser's Edge, it would be very handy if there was an option in Batch to change a field in all rows of a batch, so that, for example, we could create a Revenue Update Batch for a group of records for which we wanted to change the Inboun...0 Reviewed: Voting Open
-
Have the ability to append constituent data through append batch
The Constituent Update Batch writes over the current data. An append batch could add to the data that exists. Example Interests may have several fields completed based on a certain time. Append interests with new information.0
-
Include fields for Start and End Dates in a Constituent Update Batch.
Using a Constituent Update batch you have the option to add Employee / Employer relationships but it does not include a field for you to add the start and end dates of that relationship. This would be a nice feature to have in a future release.0 Reviewed: Voting Open