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Automatically remove Donor Constituency when pledge is written off in full
The Donor Constituency is automatically assigned to Constituents when a pledge is added. However if the pledge is written off in full (and there is no other revenue recorded on the Constituent's record) the Donor Constituency remains on the record...1
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edit posted write offs rather than having to delet and reenter them
enable the editing of posted write offs rather than having to delete and reenter them.0 Reviewed: Voting Open
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Enable the revenue in a Gift Aid claim to be "marked as claimed" independently from the gift Aid refunds.
This would cover scenarios where HMRC confirm the two separately.0
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when adjusting a pledge, we want to ensure the previous payments are not adjusted
When you adjust a pledge, in particular when you add an additional designation(s) to a pledge (because donors always seem to change their minds), we want to ensure that users do not have the ability to adjust previous payments that may have been a...0
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Modify Permanent vs. Provisional Credit Card Decline Codes for Recurring/Monthly Payments In BBCRM
Currently there are two credit card decline codes (part of Blackbaud Merchant Services) in Blackbaud CRM marked as "permanent" decline codes. We actually have a lot of success when we retry these payments (basically we do not receive the decline c...0 Reviewed: Voting Open
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Ability to configure which revenue fields create posting or adjusting transactions
Currently, changes to a number of revenue transaction fields cause adjusting transactions that are not relevant to our posting process. Apparently, there are other organizations that use these fields for generating posting or adjusting transaction...2
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Making the schedule/payment plan field available to export for merged Acknowledgement Letters
Currently, when exporting data for merge fields in our Acknowledgement Letters, whether it is a pledge or a recurring gift header, we use a combination of pledge/gift amount, frequency and first installment date. This is adequate for most gifts bu...0 Reviewed: Voting Open
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allow users to import revenue transactions to campaigns that aren't defaulted on the designation.
Currently when importing transactions you cannot specify the campaign to associate with a transaction if it differs from the one on the designation. This can be done manually in the batch - we would like the ability to do this to a large number of...1 Reviewed: Voting Open
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Extend the date range for the Projected Income report beyond the current fiscal or calendar year to accomodate multi-year gifts.
The current Projected Income report only shows the current fiscal or calendar year. This makes it difficult for leaders to do effective strategic planning and budgeting. I suggest the user be offered an option to indicate how many years he/she wis...0 Reviewed: Voting Open
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Change Constituent Name on Payment
Allow users to "change constituent name on payment" without adjusting the revenue transaction. Currently, changing the constituent name generates an entry in the GL post process download file, which is not correct if the CRM product is used as a s...0