New relationship and default recognition batches

Hello I would like to create a new batch template, that allows us to 1) Add new Organisation data 2) Link via a relationship to another Organisation (with relationship and reciprocal relationship types available) 3) Set up the default recognition credits The batch fields that appear to be available in a Constituent update Batch template, make it look like I can add business name, relationship and recognition credits, HOWEVER these then grey out in the batch template as soon as I fill in the organisation record, but stay available for an individual record. Please can we have a more sophisticated batch, so relationships, default recognitions and constituences can also be added
  • Guest
  • Jun 29 2015
  • Will not implement
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