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Export feature does not export fields containing multiple values in batch
Go to a constituent record and add 2 addresses Go to a constituent update batch In the addresses field notice both addresses show when clicking in it Select Export Open the file and notice the word "addresses" shows and not the actual data.4 Reviewed: Need Further Info
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Add functionality to the Clear Matching Gift Claims process to reset/adjust/clear recognition credits
In SP19, the Global pledge write-off process received functionality to adjust recognition credits and my organization would like to see this same functionality added to the Clear matching gift claims process. When we are marking matching gift clai...0 Reviewed: Voting Open
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extend appeal reports to give the option to report on pledge payments rather than pledges
On the Appeal Profile Report and the Appeal Performance report the system pulls pledges instead of pledge payments, regardless of what the settings are in the Revenue Reporting Filters setup in Configuration. We prefer to only report on payments r...0
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copy attributes over at the application level when applying a payment to a recurring gift
When a payment is made on a recurring gift, the attributes at the revenue level of the recurring gift appear to be copied to the revenue level of the payment instead of at the revenue application level. Can this be changed? -
Make revenue transaction search 'Advanced search options' sticky
No description provided1 Reviewed: Voting Open
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Ability to change denominated currency after a recurring gift has been entered
No description provided0 Reviewed: Voting Open
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Ability to assign recognition for only specific designations and not for the entire gifts
Currently we can filter by designations to include recognition for specific designations, but the full amount of the payment is awarded to split gifts. When running the recognition process we would like to not include the remainder amount of a spl... -
I would like to have the copy feature for campaigns, similar to the way events work.
Since Campaigns will be set up often, I would like to see the ability to copy them. And I would like the copy to work like the one for events does. So we could copy designations and hierarchy for example.0
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Screens inconsistent when displaying campaign lookup ID vs campaign name.
Currently in BBEC 2.5 some screens show campaign lookup ID and some show campaign name. This is too inconsistent and a consistent solution should be both the lookup ID and name appear on all screens. Having just the name listed lends itself to con...0
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Adding subpriorities to campaign designations has issue
When adding subpriorities to a campaign designation it has contraint that you cannot add the same subpriority if there is an INACTIVE campaign for the same designation. We use the same subpriorities in order to compare one campaign to another so w...0