NEW FEATURE REQUEST

Data Tools

Showing 77

Import constituent profile pictures and link them to the appropriate constituent

Mass upload pictures to constituent's timeline, specifically upload a different picture to each constitutent in our base
over 1 year ago in Import 0 Not Prioritized

Use default appeal when importing donations with missing appeal data

When uploading a csv of transactions, it would be nice to assign a field like "appeal" as the default for all transactions instead of needing to add a column to the spreadsheet and add the appeal to each. In many cases when uploading transactions,...
almost 2 years ago in Import 0 Not Prioritized

Bulk deactivate/reactivate all membership levels

Bulk deactivate/reactivate all membership levels
6 months ago in Bulk Update / Custom Data 0 Not Prioritized

Bulk update existing transactions to membership schedules and membership dues payments

Bulk update existing transactions to membership schedules and membership dues payments
6 months ago in Bulk Update 0 Not Prioritized

Add a description to each import template

Add a description to each import template so that you can document internal context like when it should be used.
8 months ago in Import 0 Not Prioritized

Use default fund when importing donations with missing fund data

Use default fund when importing donations with missing fund data
over 1 year ago in Import 0 Not Prioritized

Increase import limit to more than 10k rows

Increase import limit to more than 10k rows so that you can import higher volumes of historical data without splitting up your file.
over 1 year ago in Import 0 Not Prioritized