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Include Designation ID on Pledge Reports
Our Finance department needs to see the Designation ID instead of Designation name on pledge reports such as Pledge Status and Analysis, Pledge Receivables and Pledge Installments Projection. Suggest the reports include Designation ID or allow use...0
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when linking records records in a deposit there should be an option to include the Post Status and Post Date to filter revenue records
When linking revenue transactions, it would be good to have the Post Date as a filter option as records are posted based on the post dates in most cases. It would also be good to have the post status and/or if the revenue transaction has been adju...0 Reviewed: Voting Open
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Allow the Pending Credit Card Transaction Search to include all pending transactions including transactions with blank credit card types.
When using the ‘Find transaction match’ task on the view by disbursement or unmatched disbursements to search and select a transaction in CRM with a pending status of pending, the ‘Pending Credit Card Transaction Search results’ is not showing tra...0 Reviewed: Voting Open
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We would like to prevent having the hard credit donor's recognition from disappearing when using unapplied matching gift as the application.
The hard credit donor's recognition credits are being removed when using unapplied matching gift as the application. It would appear this issue does not occur for straight donations. Current documentation on how this works: Recognition credits on...0 Reviewed: Voting Open
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Allow Revenue Category to be populated on Matching Gift Claim, based on the related Payment.
When a payment is added in batch, users can specify to create a corresponding matching gift claim that inherits the properties of the payment, including revenue category. When the matching gift claim is paid off, the subsequent payment also inheri...1 Reviewed: Voting Open
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Expand Reference Fields.
Revenue reference field is 99 characters. Would like this, and the other reference fields, expanded to 256 to avoid trucation issues.0
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allow revenue batch to show accepted ask amount of opportunity when linking gifts
We would like the ability to see not only the amount of the opportunity but also the accepted amount of the opportunity in revenue batch when linking gifts to an opportunity.0
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User restrictions on deleting revenue
We would like to be able to restrict which revenue records users are able to delete based on site/designation string. At present anyone with the ability to delete can delete any record even if it doesn't belong to them.0
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make it easy to change designation on a planned gift
When a planned gift is created 3 records are actually created: • Planned Gift (with a designation) • Planned Gift Revenue – the designation defaults from the planned gift • Payment applied to Planned Gift Revenue - the designation defaults from t...1 Reviewed: Voting Open
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Need a KPI to Track Solicitor Performance
Currently, there isn’t an option to create a KPI to track solicitor credits. While we have an option to create a KPI of type “Total Revenue Record Money in Selection,” and use a Revenue Ad-hoc query to pull gifts credited to specific solicitors, t...0 Reviewed: Voting Open