-
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
-
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
-
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
-
Similar to RE7, soft-credits should show in the revenue tab of the prospective soft-creditor. Perhaps in a different colour so that primary donations and soft-credits can be identified.
Easier for fundraisers and other uses to view soft-credit history. All revenue in one place.1 Already exists
-
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
-
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
-
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
-
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
-
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
-
Add the "GL Post Process #" to the Post to GL Post File
On the History Tab of the GL Post Process, it would be helpful to have a column that shows the GL Post Process. (gl-10000125). Currently the only way to find the correct "post file" is to open each Post Detail Report until the corrrect GL post pro...0