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Display original gift date in the details of the commitment in batch
Sometimes, we add multiple claims for the same donor on the same date, with the same designation. When applying the matching gift to claims in batch, it's hard to determine which claim it's applied to. It would help to display the date of the orig...0
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Need designation on Matching Gift Tab
In the revenue & recognition of a constituent there is a 'Matched Gifts' tab that only shows, type, date, company, amount, balance & sites. Need to add designation to this data list, preferably the lookup ID of the designation with the name.0
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Allow update to Designations on Recurring Gift payments
The process for adjusting the designation on a pledge, or on a recurring gift, needs to include an option to update the designations on all the associated payments.2 Reviewed: Voting Open
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Enable constituent credit card payment method
Provide the option for a constituent donating online or providing information to the organization via phone/fax, to decide if they want their credit card information saved so it can be accessed for future one-time gifts, just as I can with Paypal,...0 Reviewed: Voting Open
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Allow recurring steps on a prospect plan
We would like to be able to add recurring steps to a prospect plan, and not be limited to entering a step per year if there is a recurring initiative attached to a solicitation.0
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add smart fields to query on the last interaction date.
There currently aren't any smart fields for interactions, which makes it difficult if you want to pull a simple query showing the summary for a constituent's most recent interaction.0 Reviewed: Voting Open
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Have the ability to choose to not see the constituent for anonymous gifts on reports
When you run reports that include gifts that are marked at anonymous, you should have the ability to choose on the report that you don't want the constituents information (name, address) to be visible on the report.0 Reviewed: Voting Open
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Do not automatically default marketing effort just because there is only a single effort tied to a particular appeal
Frequently, we have a an appeal we are using without any marketing efforts. Sometimes there may be a single marketing effort activated against that appeal, but it doesn't mean we want to use that single marketing effort for everything. Often we st...0
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Allow search by Revenue/Revenue ID in apply to commitments commitment search in addition to constituent LID
Have to find the constituent and LID then select the revenue commitment. Should be able to search by revenue for a revenue item0 Reviewed: Voting Open
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Allow the Gift Aid sponsorship and Constituent declines Gift Aid check boxes to be used for gifts held against organisations and groups
As part of our challenge event processing we regularly use the Gift Aid sponsorship and constituent declines Gift Aid check boxes to show what gifts can be Gift Aided without reference to the constituent's own Gift Aid status. This works well for ...0