-
allow constituents to pay for auction purchases using a gift-in-kind payment method
Currently you cannot tie a gift in kind with an auction purchase. You generate the following error: The chosen payment method cannot be applied to an auction item purchase. The acceptable payment methods are Cash, Check, or Credit Card. The sugge...0 Reviewed: Need Further Info
-
allow mass moving of available fields in batch design & entry to selected fields
No description provided0
-
Add ability to set up recognition credit defaults on tributes
This would help ensure that all transaction received thru a tribute give recognition to the individual or group responsible for initiating the tribute.0
-
Add Next of Kin Notification per revenue record
We would like to be able to set the Next of Kin notification per revenue record. Notification of the Next of Kin can vary depending on who sends in the gifts. If the gifts come from the next of kin then there is no need to notify the next of kin.0
-
Enhanced revenue batch: benefit should change when appeal was changed in batch
Currently, if a transaction is entered in batch with an appeal that has a benefit associated with it, but then the appeal is changed in that batch entry (before batch is committed), the "original" benefit stays on the transaction. Users must remem... -
Create an option to disable an accounting system. Need to disable 12 superfluous accounting systems
Our design gave us 12 accounting systems unnecessarily. After we redesign and consolidate, it would be great if we could disable the old accounting systems so that they can't be used anymore and so that we wouldn't have to choose the accounting sy...0
-
Allow Account System to be hidden or updated on the Add a Payment Form
We can add a new task to open the Add a Payment form, and we can set defaults for this task for example: Payment method, Appeal and Designation. We can also set the Account System by using PDACCOUNTSYSTEMID, but the display of the Account System o...0
-
Enhancement to payment method types
It would be useful to enable Payment Method/Donation Type to be held in one field instead of 3 fields (ie the two BBEC fields and one custom attribute field)0
-
Show more information against Revenue transactions
Show more meaning information such as Next installment date, gift origins (e.g. Appeal), regular gift name on the Revenue and Recognition > Revenue History tab and Constituent > Recent revenue section against the specific transaction lines. ...0
-
Filter Revenue/Recognition tab - Application
There is a filter for the type a filter for the revenue type, it would be very helpful to also be able to filter on the application. This seems to be most helpful on organizations.0