NEW FEATURE REQUEST

Data Tools

Showing 77

Import a link to which transactions an imported interaction acknowledges

After bulk importing interactions (whenever I send acknowledgements), it would be great if there were a way to automate that the most recent donation be marked as "acknowledged" and potentially that the acknowledgement interaction itself be attach...
about 1 year ago in Import 0 Not Prioritized

See filters for bulk update

Whenever a bulk update is processed, the filters used cannot be seen, only what was updated.
about 1 year ago in Bulk Update 0 Not Prioritized

Improve Error Messaging When Mapping Import Fields

I had created a custom Constituent field with type of Date When I went to map the field in the import wizard, I was getting an empty drop-down where you would select the field from the CSV. After consulting with Support, they told me that it was b...
over 2 years ago in Import 1 Not Prioritized

Bulk update transaction method

Mass update transaction method so you can update the labeling for past transactions when you realize they weren't entered accurately or to use recently added method options.
over 1 year ago in Bulk Update 1 Not Prioritized

Import more than 1 address, phone number, or email address of each type in a single file

Import more than 1 address, phone number, or email address of each type in a single file so that you can import higher volumes of historical data without splitting up your file and running multiple imports.
over 1 year ago in Import 1 Not Prioritized

Create new tributes when importing transactions

Add tributes to donation imports so that you don't have to create new tributes and link them to donations after importing.
over 1 year ago in Import 3 Not Prioritized

Bulk update constituent communication preferences

Mass update communication preferences field so that you don't need to manually update the communication preferences or make your changes in a csv and import them.
over 1 year ago in Bulk Update 0 Not Prioritized

Copy Import Template

The ability to copy an import file would be helpful. At times we need a copy of an import file to make small changes to (but keep both).
over 1 year ago in Import 0 Not Prioritized

Confirmation step when deleting an import template

On "imports" the "delete" option and the "cancel" option are next to each other. If delete is selected, you do not get the pop up asking if you are sure you want to delete like you do when deleting a constituent. It would be great to get the same ...
over 1 year ago in Import 0 Not Prioritized

Download a pdf copy of the import file for a recently processed import

Confirmations of imports are good to double check amounts as well as constituents. Because right now they are only available in excel format, it allows changes to be made. A PDF format would create a report without changes
over 1 year ago in Import 0 Not Prioritized