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Ability to add more than one site to a Marketing Effort and Appeals
We have a potential issue in that you can only apply one Site to an Appeal and to a Marketing Effort (and possibly to several other areas in BBDM). However, there are often collaborations between more than one Site, for example between University ...0 Will not implement
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allow users to unpost GL transactions that are marked as Posted by mistake
Once the post to GL process is run and the transactions are marked as posted there is no way of changing them back to unposted.0 Reviewed: Voting Open
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Add the GL Batch # to the Post to GL History tab
In BBEC, on the Post to GL Process screen, on the History tab, we want a field showing the post-process ID #. For Finance purposes, this is an important control and while it appears on the Post detail report, it does not appear on the History list...0
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Being able to query on GL segment mappings
Currently you are not able to query on your GL segment mappings and the calculated field (ex: Designation, appeal, event) that is assigned to the segment. This can be a problem for a client that has a lot of mappings and needs to be able to check ...0 Reviewed: Voting Open
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Appeal Mailings-Multiple Deletion that does not remove the reference Records
In CRM you have the option to delete an appeal mailing by doing this it will remove the appeal mailing from the constituents record. In order to maintain a healthy database and stop there from being 1000's of old appeal mailings in one crm you sho...0 Will not implement
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Allow account systems to have their own fiscal year
Our organization has branches across the world who operate on different fiscal years so we would like each account system to have its own fiscal year in CRM.3
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Create a way to map sold stock to different accounts based on their application type.
Proceeds from stock sales for outright donations go to a different ledger than proceeds from stock sales that are funding a planned gift. CRM does not currently allow mapping for this functionality.0 Reviewed: Voting Open
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Add ability to make Gift Fees General Ledger specific
If the organization has more than one General Ledger in use, and GL mapping is turned on for Gift Fees on one GL and activated under Revenue. This causes an error in batches with the other GL because there is not a Gift Fee mapping in that GL. It ...0 Reviewed: Voting Open
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Do not prompt for revenue adjustment when appeal is changed if appeal is not used for GL
Currently when adjusting revenue (via Edit Posted Payment) a change in any field which can be posted to the GL will generate an adjustment even if the current GL setup does not use the segment. Some organizations do not use appeal for their GL and...1
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Ability to configure which revenue fields create posting or adjusting transactions
Currently, changes to a number of revenue transaction fields cause adjusting transactions that are not relevant to our posting process. Apparently, there are other organizations that use these fields for generating posting or adjusting transaction...2