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show Constituent Lookupid and Revenue Lookupid fields in Blackbaud Merchant Services (BBMS)
this will make it much easier to tie BBCRM and BBMS together. This will be helpful for Treasury when they look up an individual transaction. It will also be helpful when comparing a spreadsheet of BBMS data to BBCRM. Also make BBMS transactions ...1 Reviewed: Voting Open
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Do not allow zero dollar revenue transactions to post to GL
If a change to a revenue transaction creates a $0 transaction, do not allow this revenue transaction to post to GL.0 Will not implement
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auto-populate 'End date' field when a user terminates a recurring gift
Currently, when a user changes a recurring gift's status to Terminated, the 'End date' is not automatically populated. The user needs to open another window to enter the end date. This behavior is inconsistent with that of when a user cancels a ...
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Reviewed: Voting Open
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Show Write Off Amount of Adjusted Pledge
After a pledge is adjusted, the pledge amount should show the write off amount and not what the pledge originally was. This becomes an issue especially in Query because you must make sure to subtract the write off amount from the original pledge a...0
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Override gift fee percentage in batch
We would like to have the ability to waive a gift fee from within a batch on a per transaction basis.0
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Add Australian banking system
Version 3.0 provided new functionality for different banking systems including those for the UK (BACS) and Europe (SEPA). It also provided an opportunity to set an Other banking system - which we could potentially use to set up an Australian Banki...0
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Ability to make GL codes and GL segment Mapping inactive
Currently you don't have the ability to make GL codes and GL segment mapping inactive in CRM. For some clients (Arthritis Foundation) that have a A LOT of codes, it would be great if they would make codes inactive so that they would not have to se...0
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Ability to re-process the same event invitation
Currently, as of v2.94 & 3.0, the only way to regenerate the same event invitation is by deleting it, then re-import selections back into a brand new invitation. It would be more efficient to have a feature like the "clear results" in acknowle...0 Reviewed: Voting Open
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Import Gift Aid declarations independently of revenue
Currently we are only able to import Gift Aid declarations via batch where the declaration is made with a payment, however we are not able to import declarations when there is no gift, for example where we send out a mailing requesting a declarati...1 Reviewed: Voting Open
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Enhanced Revenue batch - Auto-apply
While the commitment auto-apply functionality is working as intended not enough thought has been given to the users who enter 100's of items at a time. In the ERB if the amount entered equals one of the commitments for a constituent then the Comm...0 Reviewed: Voting Open