NEW FEATURE REQUEST

Data Tools

Showing 79 of 868

Bulk update relationships for multiple constituents

I would like to be able to update existing relationships for many constituents at once by setting filter criteria for one or both constituents in the relationships. Example: update all Father-Son relationships to Parent-Child.
about 1 month ago in Bulk Update 0 Not Prioritized

Import fundraiser information when importing new transactions

For transaction imports, corresponding with huge giving campaigns (Giving Tuesday, End of Year, 401 gives-RI) we import a large number of donations leveraged by our board members. This includes hundreds of donations with different fundraisers, and...
3 months ago in Import 1 Not Prioritized

Add option to create relationship in the merge duplicates tool

Add option to create relationships in the merge duplicates tool, e.g. employer and employee, husband and wife
6 months ago in Merge Duplicates 0 Not Prioritized

Bulk update constituents to be head of household

Bulk update constituents to be head of household
8 months ago in Bulk Update 0 Not Prioritized

Bulk update task due date

Hi, I created a bulk task from a report (first time) then realized I needed to edit the due date - I had almost 1400 records and couldn't edit/delete or complete them in bulk. I was able to bulk delete and create a new bulk task BUT it would be am...
9 months ago in Bulk Update 0 Not Prioritized

Bulk update the relationship manager on constituents

Update the relationship manager on multiple constituents at once more efficiently.
9 months ago in Bulk Update / Relationship & Households 4 Not Prioritized

Select multiple import templates to delete

We have over 500 templates that are years old. There should be a way to select more than 1 template at a time in order to delete them.
11 months ago in Import 0 Not Prioritized

Ability to lock a constituent record so that it cannot be merged

We have many records of people with similar names and sometimes these records get merged when they shouldn't be. It would be great if we could lock VIP records to prevent them from being merged or deleted.
11 months ago in Merge Duplicates / Profile 0 Not Prioritized

Bulk update address type

It would be great if you could do more with updating addresses with an upload. Change the address type from home to work or Vice Versa. In-line editing would also be a great addition like salesforce has so you don't have to toggle to the profile y...
11 months ago in Bulk Update 0 Not Prioritized

See an alert on the constituent profile if they have any potential duplicates

See an alert on the constituent profile if they have any potential duplicates so that you can review & resolve the duplicates while you're already working on their profile.
12 months ago in Merge Duplicates / Profile 0 Not Prioritized