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Add Transactions to the Search bar so that known records can be looked for quickly
Everyone who processes and reviews revenue wold benefit from a quicker and nore accessible search for those records where the RevID is known0
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Allow for entry of more than one transaction note at a time during batch entry (Enhanced Revenue Batch)
We have requirements for adding a few different documentation notes on transactions (like conditions on a pledge and thank you note information from the fundraiser). If we have more than one type of note to add on a transaction in batch, we have t...0 Reviewed: Voting Open
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add a feature permission to grant or deny permission to refund a credit card when saving a payment adjustment
I’m looking to lock down the ability to refund card on save and there doesn't seem to be a specific feature permission on this. If the user has rights to the Edit form they will be able to mark or unmark the box.0 Reviewed: Voting Open
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Matching Gift Payments: Pull in appeal and designation
When a gift is entered and a matching gift claim is auto-generated, the claim appears in the application drop-down when you go to apply a payment against it (great!) but the appeal and the designation do not pull in. That requires the data entry p...0 Reviewed: Voting Open
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Allow users to edit membership benefits during a membership upgrade.
When upgrading a membership mid-term outside of batch (directly from the membership record) or within a membership dues batch, users do not have the ability to edit membership benefits until after the changes to the membership have been saved or t...0
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Create option to summarize gift fees when posting to GL
When posting to the General Ledger and choosing to post in Summary rather than in Detail, gift fees are still posted in detail and listed out one by one. We'd like to have an option to be able to summarize gift fees too.0
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Allow stock payments to be applied across multiple pledge installments within one batch. Stock for one installment must be committed first.
Allow stock payments to be applied across multiple pledge installments within one batch. Stock for one installment must be committed first, then a second batch must be created and committed for the second pledge payment via stock.0
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add pledges\Total Paid to the revenue query view
In an ad-hoc revenue query in CRM, I would like to include the total amount paid on a pledge but I canƒ??t find such a field in the query designer. I can get the pledge amount and the balance amount but not the total amount paid. -
Improve logic to "...payment adjustment required" message when editing pledges
When we edit a pledge to add new installments or alter the installment balances on unpaid installments, we have to update the installment designation page and enter post to GL information. (full message below) Because this message appears any time...0
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edit the completed stewardship plan form
When adding a completed stewardship plan step for a constituent, and clicking edit details to fill out the form. The status is automatic set to Pending, and is grayed out so that you are unable to update the status.0