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Constituent Restriction Options Edit Data Form to small to view options when using drop down menu
This form is far to small to be able to view Event Restriction options when using the drop down menu. Usability is very low as it's very difficult to select required options. It would be very useful if the ability to adjust dimensions of forms wer...0
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Update the balance due on a registration when it is canceled
When canceling a pre-registered event attendee, CRM helpfully notes that you'll need to issue a refund separately. However, if there is a balance due on the registration, that balance remains a liability on the event and there is no way to clear t...1
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Make recurring gift installment tables at the lineitem level, similar to installment tables are for pledges
Make recurring gift installment (FACT_RECURRINGGIFTINSTALLMENT*) tables at the lineitem level, similar to installment (FACT_INSTALLMENT*) tables are for pledges. The recurringgift tables are at the transaction level, while the installment tables a...0
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Add a function to "clear results" of a letter assignment process
We assign a lot of different letter codes, all based on different queries, and can make mistakes. The "clear process" option works great later on in the acknowledgement process to unmark gifts as acknowledged, but there's no way to get rid of an i...0 Reviewed: Voting Open
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The ability to add Planned Gift records and Payment features similar to Pledges to the Recognition Filter.
For the expectation that the Recognition filters under Reporting filters needs to count a payment only if the Pledge is not recognized. The Planned Gift acts like a Pledge, but the system doesn't seem to recognize it as a Pledge.1 Reviewed: Voting Open
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Allow the ability to have a revenue attribute associated with a pledge not show up on the pledge payment itself
When adding a revenue attribute to a pledge, we would like for the option for that revenue attribute to not show up on the pledge payment itself (just the overall pledge). This is currently not a option.1 Reviewed: Voting Open
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Add Direct Debit to the BBMS Payment Methods for CRM
Please add a direct debit option to BBMS for CRM. We would love to convert all of our payments to BBMS, but unfortunately we must support two separate payment processors because BBMS for CRM does not allow direct debit.0 Reviewed: Voting Open
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Include Original Transaction ID in BBMS Auto Reconciliation
Include the original transaction id on a chargeback and refund (the transactionid of the transaction refunded or chargedback) in the PROCESSORTRANSACTIONSETTLEMENTIMPORTROW table which is populated by the 'BBMS Auto Reconcile' process. This data i...3 Reviewed: Voting Open
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Auto Populate the Solicitor name and amount after Finder number is entered on the “Add a credit card payment” form
We would like the software that processes the Finder number to lookup the Prospect Manager associated with the Constituent and populate their name in the “Solicitors” section of the page. We would like the amount to propagate to this section as we...0
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Include Conditional Pledge functionality
RM should allow for a "conditional" pledge where the revenue is not booked nor recognized per GAAP, however, it can be entered and identified so it has visibility for donors, as well as actual payments can be matched to a conditional pledge (where...0 Reviewed: Voting Open