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Add the ability to set up recognition for Planned Gifts that do not have revenue on them.
This would be useful in the instance that Planned Gifts are not booked as revenue when they are added to the system, but the organization would still like to process recognition for Planned Gifts, even though they do not have revenue on them.1 Reviewed: Voting Open
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Add the ability to use the "Receipt Grid" merge field in the "Transaction - Donation Notification" type.
When creating a Staff Notification for Donation Transactions, there are a number of merge fields that are available. In a Donation form that is used to trigger the notification, there is an additional merge field named "Receipt Grid." We'd like to...0 Reviewed: Voting Open
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Be able to edit purpose types for designations.
as the function stands now once you select a purpose type for a designation you cannot edit or change that type.0 Reviewed: Voting Open
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Option to have Adjustment Post Date default either to the current date or original post date
We distribute certain revenue reports based on their post date.5 Reviewed: Voting Open
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Please add the ability to sort Revenue Category codes alphabetically.
Users are unable to sort Revenue Category codes in CRM. The codes appear in the order they were entered into the system when viewing the drop-down menu in batch, the drop-down menu on the Add Payment form, and when viewing the list of categories u...1 Reviewed: Voting Open
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Users need the ability to specify Revenue Category when adding planned gifts as revenue
Currently, CRM users are unable to specify Revenue Category when adding a planned gift as revenue. Revenue Category is often used to determine the GL distribution that should be associated with revenue records. Without the ability to enter the Rev... -
Have the abiltiy to delete a posted write-off in a closed period.
If you attempt to delete a posted write-off whose date is in a previous period, you get the error "Data could not be saved. Post date must be in an open period." I would think that the process should use the current date as the posted data for the...0 Reviewed: Voting Open
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allow users to import matching gift conditions
There are no available fields in a Constituent Batch or a Constituent Update Batch that would allow users to import matching gift conditions. When import large numbers of organizations it would be helpful to not have to add these manually on each ...0 Reviewed: Voting Open
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add the ability to restrict the source code search in batch to just source codes the constituent belongs to.
re: https://kb.blackbaud.com/knowledgebase/articles/Article/61681, source code search results are not currently restricted or able to be restricted to whether or not a constituent is in the segment. It would be hugely helpful for our gift processo...0 Reviewed: Voting Open
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Add the ability to change the default for the 'Refund on Save' check box for CRM edit payment adjustments
The Refund card on save checkbox appears if the gateway that processed the credit card supports refunds. This checkbox appears when you edit a payment by credit card that has been processed through the Blackbaud Payment Service. By default, in CRM...