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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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Add Support to process ACH transactions using BBMS and not have to use external process
Currently to process ACH inside of CRM we have to setup a external partner and send information to the banks and receive the files back into the system. We would like to ability to process all ACH transactions using BBMS inside of CRM.0 Reviewed: Voting Open
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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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Make it so you can edit the revenue category while you are editing the gift and it doesn’t get overwritten by whatever is on the pledge.
When linking a gift to a pledge, the revenue category on the the gift is overwritten by what is on the pledge. Would like to to make it so you can edit the revenue category while you are editing the gift and it doesn’t get overwritten by whatever ...2 Reviewed: Need Further Info
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BBPS and Internet Solutions updated so that we can take payments via Authorize.net in UK Sterling
We’d like BBPS and Internet Solutions updated so that we can take payments via Authorize.net in UK Sterling. Authorize.net charge a monthly fee instead of a percentage of each transaction – which will save us a significant amount of money.0
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Add RSS capability on the Tribute Revenue tab
It would be helpful to allow an automated notification when a gift is applied to a tribute.0 Reviewed: Voting Open
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display the finder number on the details tab of pledge transactions
On a regular payment record the details tab contains a field that displays the finder number. We would like this same information for pledges as well so that we can review this information before running pledge reminders. -
Can only apply payment to one installment of pledge
When applying payments in batch, the system only gives the option of the first instalment that is due, to match the payment against. Fairly often (a) lump payments are received that cover more than one instalment and (b) multiple payments that ide...0 Already exists
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Ability to enter a future start date when creating a relationship.
Currently it is not possible to enter a start date in the future when creating a relationship. This causes problems when trying to keep track of senior individuals' business relationships, since job changes are usually announced several months be... -
Create an option for a donor to receive credit on a matching claim when they make a payment through a third party (DAF, Foundation, etc.)
When an alumnus or other individual makes a gift through a third party (DAF, Foundation, etc.) the alumnus does not automatically get recognition credit on the matching claim. We have to manually add that credit to the matching claim. If we modify...0 Reviewed: Voting Open