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Auto Save display at the bottom of the batch entry screen
Not all users have access to the Customize Properties section and it would be nice to see that the template they are using has the auto-save functionality. Unfortunately, not all templates have the auto-save enabled. There are times that they crea...0
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Different Sites should not have access to batches that is assigned to another site
When creating a batch, all of the batch templates are displaying to be viewed no matter what site you are in. This should be site specific. Also, the users should not have the access to see the users from the other site. -
Add "Location" to the Interaction batch as an available field.
In 4.0.172 "Location was added to the Interactions form. This field is not available in the Interaction batch template.0
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BBIS Constituent Update Batch - data start dates
BBIS now uses the Constituent update batch for new user signup. There is a warning for a possible multiple matches this screen contains information already in the database. It would be extremely helpful if the start date for this information also ...0
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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.0 Reviewed: Voting Open
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Model Scores and Ratings Update Batch should not affect the date of the Major Giving and Planned Giving Likelihood scores if they are not included in the batch template
We imported a batch of model scores and ratings attributes. The batch template specifically did not include the Major Giving and Planned Giving Likelihood scores, but the "updated on" date was affected by the import. This is not technically correc...0
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Batch update of existing Designations
Our fundraising office receives a file of changes to our funds from the central Finance Office. It is important from a data governance perspective that the fund data be consistent across ledgers and sub-ledgers. We would like to process these chan...0
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Please add trigger for adding the RELATIONSHIPID to address and phone tables when adding individual-organization relationship using Constituent Batch Update
when add relationship Individual to Organization (relationship Individual to Organization add form 2) from relationship tab there are triggers to save that relationshipID to address and phone tables. However, when try to add Individual to Organiza...0
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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...0 Reviewed: Voting Open
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Add a Note Tab to the Constituent Window within an Enhanced Revenue Batch
It is often useful to be able view a Note associated with an ERB entry while managing that same batch record. This is especially true for BBIS donations. If the Note was available in the same area as the Constituent Window, it would allow the gift...0 Reviewed: Voting Open