allow users to import revenue | Ideas for Blackbaud CRM and BBIS

allow users to import revenue transactions to campaigns that aren't defaulted on the designation.

Currently when importing transactions you cannot specify the campaign to associate with a transaction if it differs from the one on the designation. This can be done manually in the batch - we would like the ability to do this to a large number of records via import.

Guest
Jun 29 2015
Reviewed: Voting Open

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Simon Watson commented

November 17, 2015 01:11

This would be a great addition to the batch/import process. As we wanted to be able to import payments and specify the campaign per payment.

In our case, we had some Designations without Campaigns, and also wanted to be able to assign to a different campaign than the one that was linked via the Designation.

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Add Import Template Field - Campaign Name Merged

Allow users to import the campaign name field on a revenue record. Currently, it has to be data entered after the record is imported.

Created 09 Nov 13:56 by Guest

Blackbaud CRM / Campaign

1 Reviewed: Voting Open

allow users to import revenue transactions to campaigns that aren't defaulted on the designation.

Add Import Template Field - Campaign Name Merged

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