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Would like to request that the "Columns" available in the "Giving List" be expanded.
We are rolling this report out to the head of each of our ministry area's and we want to be sensitive to our donor's requests when they choose to give anonymously. We would like to have the Revenue Transaction "Given Anonymously" made available in...2 Reviewed: Voting Open
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add Recognition Program functionality that allows for more than one calendar/fiscal year.
Organizations might require a recognition program that spans multiple consecutive calendar or fiscal years. At present, CRM is limited to supporting a single calendar year, a single fiscal year, or lifetime giving recognition.0
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Generate Revenue Update Batch Number
After running a generate revenue update batch process, the process results screen does not display the batch number of the newly generated revenue update batch. You have to go to the Batch Entry screen and search around for the most recently gener...0
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Add Support to process ACH transactions using BBMS and not have to use external process
Currently to process ACH inside of CRM we have to setup a external partner and send information to the banks and receive the files back into the system. We would like to ability to process all ACH transactions using BBMS inside of CRM.0 Reviewed: Voting Open
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Add option to Recognition Programs to allow "member consecutively since" field to be based on cutoff date logic rather than calendar year
If a constituent joined a recognition program at the end of the year and the cutoff logic and expiration date treat this as membership for the upcoming year, then there should be the option to also allow the "years of consecutive membership" field...1 Reviewed: Voting Open
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add additional fields in query for declined recognition programs
Currently the only field we have in a constituent query for Recognition\Declined Recognition Levels\ is name. There isn't a field for the reason or the levels that go declined. It would be useful to have more functionality in the query view for ha...3 Already exists
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Allow for matching gift claims and donor challenge claims to be posted to the GL
Please allow for matching gift claims and donor challenge claims to be posted to the GL. This would resolve two issues we have: counting claims as receivables and point in time reporting on transaction changes. Though we are unique in booking thes...1 Reviewed: Voting Open
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Add recognition credit filters to recognition credit smartfields
We need parameters in the recognition credit smartfields to select which recognition credit types we calculate on. The parameters could either use the RC reporting filters, or the actual RC types. I saw notes in a previous "idea" that this functio...0
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show Matching Gift claim balance and Matching Gift claim status on the Matching Gift tab of payments that have Matching Gifts
The datalist on the MG tab of a payment doesn’t give you enough information to really understand what is going on. It is missing Matching Gift Claim Balance and Status.0
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Default payment settings from commitments
When a payment is made on a commitment (whether in batch or not), the payment’s recognition credits, payment method, campaigns and tributes should be defaulted from the commitment.1 Reviewed: Voting Open