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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
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add the ability to edit the installment designations when adding a pledge
We would like the ability to ‘edit installment designation’ when setting up a new pledge in order to direct the funds to the correct designation per the correct installment. Currently, this functionality is only available when editing a pledge - b...0 Shipped
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Add ability to edit recognition credits in batch entry
Cannot edit recognition credits on pledge payments, membership payments, or event registration payments in batch entry0 Shipped
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Changing recognition credit date for payments with commitments in batch
Currently if you add a payment that is tied to a commitment like pledge or planned gifts, the recognition icon at the top is grayed out and you cannot change the recognition credit on these payments. We change recognition on payments all the time,...0 Shipped
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Ability to select the amount to apply to each designation for a pledge with multiple designation
Pledge payments get applied the same way the original pledge desigations were set up. Need the ability to able to actively select the exact amount of certain payments to go to different designations. ie. Pledge is for 70% one designation, 30% for ...0 Shipped
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Allow Recurring Gift Upgrades via Import
Our organisation is running a Marketing Effort to ask Constituents with Recurring Gifts to increase their commitment amounts. This is being managed with an external vendor, and has been going quite well. We have over 500 reponses back, and now nee...4 Shipped
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Give the ability to clear partial matching gift claims
Schools have issues using the clear matching gift claim process because it does not clear partially paid claims0 Shipped
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View audit trail of amendments made to recurring gifts
Currently it is not possible to view from the front end any changes made to recurring gifts (amount, frequency, designation etc). In RE there was a helpful tab called 'amendments' that allowed users to view a history of amendments made to a recurr...0 Shipped
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Please auto calculate the sum of the installments for irregular pledge payments as a check against the pledge total.
Please auto calculate the sum of the installments for irregular pledge payments as a check against the pledge total.0 Shipped
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Accurately document how the 'Total giving' amount on the Giving History tab is computed.
I am unable to create a query that shows the same result as the figure displayed on this screen.0 Shipped