change the batch import templates, so they match constituents also by site in addition to address, zip code and email.
Change the batch import process for matching on constituents so it matches on constituent's site in addition to matching by name, address, city, state, zip and email address.
Jun 29 2015
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create a way to limit the "match percentage" calculation of a batch to only use certain fields you want (such as Name and Email Address )
Allow for a primary site on a constituent
Improve Constituent Update Batch match-making capability to that of the Enhanced Revenue Batch
Record Type should not be required
enhance the duplicate constituent report and merge preview
Allow for configurable match setting for addresses in constituent updates within global data entry settings
Add solicit codes to the Update Constituent Batch template
Have the ability to add comments on and email address in a Constituent Batch
BBIS Constituent Update Batch - data start dates
Different Sites should not have access to batches that is assigned to another site