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sort matching gift claims by date, name or amount in load commitments
We have some companies with over 500 claims. We need to be able to sort claims in Load Commitments in order to find the gift being matched. Right now it is needle in a haystack.0 Already exists
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Add a Recurring Gift Cancellation process - similar to Sponsorship cancellation, where a reason must be provided
Please add a cancellation process to recurring gift records, so when a constituent wants to cancel their recurring gift a reason why must be entered. This should be similar to the Sponsorship cancellation process. At present we can only change th...2 Already exists
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add a tab to the Recognition Program page to show all active members
It would be extremely helpful if there was a tab on each Recognition Program that showed all active members of the Program (similiar to the way a group page functions). This way, you could check, at quick glance, your Recognition Program members i...0 Already exists
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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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add additional fields in query for declined recognition programs
Currently the only field we have in a constituent query for Recognition\Declined Recognition Levels\ is name. There isn't a field for the reason or the levels that go declined. It would be useful to have more functionality in the query view for ha...3 Already exists
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No validation in place to ensure that the credit card has been processed through BBMS before committing the batch
Add Validation in place to ensure that the credit card has been processed through BBMS before committing the batch. Since there is currently no requirement to have BBMS along with CRM there was no justification in requiring validation for this. Im...1 Already exists
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Similar to RE7, soft-credits should show in the revenue tab of the prospective soft-creditor. Perhaps in a different colour so that primary donations and soft-credits can be identified.
Easier for fundraisers and other uses to view soft-credit history. All revenue in one place.1 Already exists
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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. -
Reset Recognition Program values when gifts are modified.
When the recognition program process runs, it assigns constituents to appropriate levels of recognition programs. However, if a gift is entered incorrectly, (5000 instead of 50.00), it may put constituents into the wrong level. Even when the gift ...0 Already exists