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Add fields to Relationship Import in Constituent Update Batch
Oftentimes employment data comes in after the Constituent has been established. You can import a business relationship via Constituent Update Batch but you cannot import values for the employment history such as Job Title, Department, etc.5 Will not implement
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Add Support to process ACH transactions using BBMS and not have to use external process
Currently to process ACH inside of CRM we have to setup a external partner and send information to the banks and receive the files back into the system. We would like to ability to process all ACH transactions using BBMS inside of CRM.0 Reviewed: Voting Open
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create funtionality that will allow mass import of constituent's scholarship information in batch
Now that 2.91 has the ability to designate scholarship recipients we need the ability to add that information in mass instead of manually one by one. We would like to import and batch in information about the funds received by each constituent- am...0 Reviewed: Voting Open
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add a tab to the Recognition Program page to show all active members
It would be extremely helpful if there was a tab on each Recognition Program that showed all active members of the Program (similiar to the way a group page functions). This way, you could check, at quick glance, your Recognition Program members i... -
Recurring Gift - Write Off Process (Specific Payment)
Create a write off process for specific payments on recurring gifts to be written off in bulk.1 Reviewed: Voting Open
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Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal) -
Offer ability to "copy from previous year" in Marketing Planner (ADA)
Offer ability to "copy from previous year" in Marketing Planner (ADA suggestion)0
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Ability to add more than one site to a Marketing Effort and Appeals
We have a potential issue in that you can only apply one Site to an Appeal and to a Marketing Effort (and possibly to several other areas in BBDM). However, there are often collaborations between more than one Site, for example between University ...0 Will not implement
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Unable to link phone numbers to addresses
I have phone numbers that are associated with specific office locations. I need the ability to link those addresses to the right phone numbers.0 Will not implement
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Load existing attribute data in revenue update batch
In revenue update batch, existing data of an attribute is not loaded when a revenue record is added in the batch. If the exist data is loaded, it will help users to update the attribute much easier.0 Reviewed: Voting Open