-
Update the Revenue History tab to more clearly identify write off amounts.
Currently when you write off a gift it is hard to tell the difference between the write off and an actual gift. When quickly looking at the Revenue History it looks like someone has given $XXX.XX when actually that has been written off.0
-
Make the clear matching gift routine be similar to a write off.
The balance should be 0, the date and a reason tracked etc. Just making the record inactive is not enough in our opinion. The record continues to carry a balance due.0
-
display the reference field from a pledge to the payment
When a reference field is populated on a pledge, we would like that information from the pledge to flow to the payment automatically. We currently have to re-enter that data so we can see it on the payment. -
Reference column in the deposit view should fill in with journal reference before posting.
In the deposit screen there is a column for reference. But it only populates with the journal reference after gl posting. We would like for it to populate before posting. -
Expand Field Length of GIK Description
No description provided0
-
Add a Site to a Revenue (donation)
Revenue (donations) should be able to have a Site against it, as well as the designations that the revenue is placed against.0 Will not implement
-
unable to edit constituent types to include on recognition programs
After a recognition program is saved users can right-click and edit them. They cannot edit the Constituent types on the recognition program.0 Will not implement
-
allow the ability for the Acknowledge status on a pledge payment to default from the original Pledge
In Raiser's Edge the Acknowledge Status on a gift would default based on the peldge it was apllied to. There is no way to do this in CRM.0
-
Create recognition credits for $0 transactions
Default recognition credit rows are not created for $0 transaction—should create $0 rec credit rows, based on default rules. Would like to see recognition credit rows created and then it is easier to update amounts and dates. Use this to add just ...0
-
Allow user to change default settings on payments in batch or payment form
The recognition credits, campaign and tribute windows should be accessible for all types of payments (whether in batch or not). These windows should be loaded with the correct default values but should always allow the user to make changes specifi...