NEW FEATURE REQUEST

Data Tools

Showing 78

Bulk update transaction non-deductible amount

Efficiently change the non-deductible amount on multiple transactions at once.
almost 2 years ago in Bulk Update 0 Not Prioritized

Create membership transactions via imports

Create membership transactions via imports
8 months ago in Import 0 Not Prioritized

Bulk update interactions

Nice that you have added some volunteer support, but now some of our custom fields are effectively superfluous and we'd like to update old interactions to use the new values (for consistency in reporting going forward) as the new standard Voluntee...
almost 2 years ago in Bulk Update 0 Not Prioritized

Import recurring schedules

Create new recurring schedules from an external file.
over 2 years ago in Import 0 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.
5 months ago in Import 0 Not Prioritized

More detailed preview of what information an import will create or update

More detailed preview of what information an import will create or update
10 months ago in Import 1 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
10 months ago in Constituents / Import / Search 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.
5 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...
5 months ago in Bulk Update 0 Not Prioritized

Save bulk delete list criteria & list of what data will be deleted

Please create the function to both save the criteria used in mass deletes, and also add the option to export the mass delete report with customizable output columns before or after deleting.
almost 2 years ago in Bulk Delete 0 Not Prioritized