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Create a query node for pledge balance by designation
Currently there is not a way in CRM to report on the balance of pledge by it's designation. The current query nodes will only show the full pledge balance.0
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Screen out business addresses from R68 Gift Aid process
When doing the R68 process, CRM should screen out business addresses. HMRC does not allow a business address when submitting via the online gift aid submission service. By default, CRM uses the primary address associated with the constituent.0
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Have the Ability to Copy Batch Defaults from a Previous Batch such as in RE
In RE we are able to copy batch defaults from one batch to the next. In CRM batch defaults have to be set up each time a new batch is created. Certain batches like daily batches, colleague batches, etc would save much time if we were able to copy ...0
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add response codes to CRM when a card has a status of 'Not Updated' after running through the Credit Card Updater
Once a month the Credit Card Updater (CCU) runs through a number of cards to see if they need to be updated. There will be cards that come back with a status of Updated, Not Updated, and then there will be cards that will have no update needed. Af...0
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When Credit Card Updater runs it processes all cards
When the credit card updater runs the system only updates cards that need to be updated. It is important for all credit cards to get updated. -
Unlinking deposit payments in bulk
The current user interface only allows you to un-link a maximum of 30 from the display grid on-screen. When you have a significant number of pages to review this can and would take a long time.0
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Pledge Receivable Report-Add pledge subtype as a column display for this report
CRM allows classification of pledges based on subtype. Having this option in the pledge receivable report allows the user to clearly identify the types of pledges. This makes the report more useful.0
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Pledge Receivable Report-Add label to clearly identify total row when running the report for details
When this report is run with the detail option, the output displays individual pledges and the total of all pledges for one constituent. However there isn't a label for the row to indicate it is a total row. It would be helpful to include this in... -
Default installment frequency is not populated in an Enhanced Revenue Batch when adding a pledge
"Single installment" frequency is getting defaulted in an Enhanced Revenue batch even when "frequency other than Single installment" is set as default value in Enhanced Revenue batch template. Blackbaud Development has decided to leave this unaddr...0
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Do not adjust entire revenue record (debit/credit) if only one part of the transaction (split) has a adjustment made
If you have a split gift with multiple designations, there is no reason to create a adjustment to the entire transaction.0