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Build relationship between planned gift type and Generate GL Distributions
Build a relationship between the planned gift (PG) type (revocable / irrevocable) and the Generate GL Distributions checkbox on the Add planned gift as Revenue form. If the PG is revocable, default the Generate GL Distributions checkbox to uncheck...0 Reviewed: Voting Open
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Improve the Post Detail Report
The Post Detail Report should (a) include adjustments, not just original revenue; (b) include the batch number, if applicable, from which the revenue originates, (c) be sortable by the user or at least be pre-sorted by date and then by reference; ...0
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Global change to end on a certain date recurring gifts based on a query
All the time, we have designations go inactive. There needs to be an easy way to update the recurrings gift end date when the designation inactivates rather than updating recurring gifts one by one.0
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when editing a relationship with recognition credits, prompt the user before any recognition credit default changes are saved
Currently, if a constituent has more than one relationship to person A (both co-member and spouse types for example) the system automatically changes the recognition credit defaults regardless of which relationship is being edited. We would like a...0 Reviewed: Voting Open
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add ability to change default of distribution on recognition credits
We would like the ability to change the default setting (now it is evenly) when using the Distribute recognition credits functionality. -
Matching Gift Recognition Preferences should not override Relationship Recognition Settings
We have our Matching Gift Preferences set to generate recognition credit based on credit for the original revenue. This works very well, except that we would like the rec credit to also generate based on out relationship recognition settings as we...0
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'Set sponsorship recurring gift status' global change
Be able to globally (bulk) change the status of a Sponsorship Recurring Gift for various reasons, e.g., Holding for in arrears or Credit Card Rejections.
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Reviewed: Voting Open
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Need to be able to total Registration Option Costs per registrant
Events and Registration Costs: We have events where there is no cost (registration fee) to the registrant, but there is a cost to us. The system as is it now has no way of calculating that cost. The only way to add up this cost is to create a...0
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provide the ability to change the appeal on Events after registrations and revenue have been entered
provide the ability to change the appeal on Events after registrations and revenue have been entered0 Reviewed: Voting Open
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R68 - Do not allow clearing of results from a submitted claim
It is possible to clear results from a claim after submission to HMRC - this means that there is a possibility of claiming the same revenue twice. The ability to clear a successful claim should not be available.1 Will not implement