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Bug fix: Treat "Do Not Honour" as a provisional credit card rejection, not a permanent one
BBCRM currently treats Treat "Do Not Honour" as a permanent credit card rejection, not a provisional one, yet our detailed analysis and experience over many years has shown that this reason is provisional and such transactions are often successful...1
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Make matching gift claims on split recurring gifts maintain the application of 'Donation' instead of recurring gift, it's inconsistent from every other matching gift claim application type on different payments.
Every MG claim on any payment type -donation, pledge, split pledge, recurring gift, maintain the application type of Donation, except for an MG claim on a split recurring gift payment, where the application is not Donation, but Recurring Gift. It'...0 Reviewed: Voting Open
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Allow revenue to be attached to a campaign even when the campaign is created after the revnue transaction is entered
Currently the system requires the campaign record to be created before a revenue record can be associated. Because designations are the :plumbng: that associates the revenue transaction by dates, we believe the campaign should find revenue even if...1
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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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Credit Card Rejection Handling for one-off gifts
Credit Card Rejections for one-time donations need to be stored somewhere in CRM so we can produce letters to send to the donor. Ideally - this should store an interaction, with a category of credit card rejection, as a trigger to take further st...2
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Allow users to post event registration committments like a pledge
Currently we cannot post events registration committments. Users would like this feature to function like a pledge.0 Will not implement
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In batch entry user to sort by "error" field
When you validate a batch and there are errors, there is no way to sort by the error field. This requires the user to go and find each error to fix. When the file is coming from an import, the user has to sort through 1900+ records at times.0
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Opportunity to pop up/notification in a Revenue Batch
When Gift entry is processing a gift, it would be very helpful if after entering the donor in a Revenue Batch, if there is an opportunity on the donor, for a pop up box (like the Commitments) or Yellow notification to appear to inform the entry pe...0 Reviewed: Voting Open
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Revenue Summary Recalculation
On the Revenue Summary tab when I changed from ƒ??This calendar yearƒ? to ƒ??Last calendar year,ƒ? it began processing and returned the ƒ??Household summaryƒ? but took a while to return the ƒ??Individual summary.ƒ? It appears as soon as you ma...0
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Allow multiple revenue categories for a single pledge
It should be possible to have a single pledge with multiple splits (designations) where each split has a different revenue category. The database design appears to support this functionality, but the user interface does not. We would like to be ab...0 Reviewed: Voting Open