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Allow more revenue types (i.e. matching gifts from 3rd party donors) to be associated with opportunities.
Allow more revenue types (i.e. matching gifts from 3rd party donors) to be associated with opportunities. Currently the system only allows you to associate with revenue types of Pledge and Gift.10 Shipped
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Add ability to Use R68 report claim tax on a non primary address
Many constituents in my database have a primary address for commutation a purposes that is not in the UK. Yet the constituent pays UK income tax or cital gains tax. Currently I can not claim Gift Aid on these constituents without switching their a...0 Shipped
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Recognition credits are not adjusted when performing a global pledge write-off
https://www.blackbaud.com/files/support/helpfiles/crm/us/40/Content/RPRunPledgeWriteoffProcesses.html When a pledge is written off via globel pledge write off functionality, the recognition credit does not get reset accordingly. This seriously aff...9 Shipped
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Having the appeal automatcially (default) populate from a pledge or event registration
When you are paying off a pledge or an event registration in batch, the appeal from the original pledge or registration does not automatically populate. This can cause GL error message or user issues if they don't know what appeal this should be t...0 Shipped
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Linking Employer Relationship end date to Employment History end date
When an end date is added to an Employee/Employer Relationship, the same end date should be automatically added to the related Employment History row. Currently, these two dates need to be maintained separately which introduces the possibility of ...8 Shipped
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Give organizations a choice if they want to remove recognition credits for anonymous revenue transactions automatically or not.
Currently when you make a revenue transaction as "Gives Anonymously", it wipes off all recognition credits from that transaction. However, not all organizations use recognition credits in the same manner. We were wondering if it would be possible ...0 Shipped
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Allow for partial payments for Events that allow for designation on fees
Current system allows for partial payments only when "allow designation for fees" is not checked. The ability to have designated fees while still allowing partial payments seems to be left out.0 Shipped
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Add a custom date range option when viewing Revenue/Recognition
We would like the ability to filter on a custom range of dates (x/x/xx to y/y/yy) instead of the prescribe options in the drop down currently (last 30 days, this month, last month etc). This would allow filtering on campaign giving, when our campa...0 Shipped
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Expand number of decimals positions in the Stock number of units field from 3 to at least 6 positions.
When splitting a stock donation to apply to multiple transactions, it become impossible to apply the correct number of units (and median price) to correspond to each transaction. For example, 5 shares of stock valued at $311.80 was donated to pay...0 Shipped
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Add ability to perform receipt Word mail merge with IF/THEN/ELSE conditional statement within CRM Web Shell
IF/THEN/ELSE statements in a Word merge file do not work when merged within the receipt process in the Web Shell. If we DOWNLOAD OUTPUT and merge outside of CRM, the letters come out fine. When MERGE LETTER is selected within CRM Receipting proc...0 Shipped