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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
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Populate Designation Links for Non-Revenue Purposes in the Fundraising Hierarchy List
Currently links only populate for purposes that directly accept revenue via designation. If a non-revenue purpose is added to the hierarchy, a link is not generated in the designation field. This can make navigating a purpose and designation hiera...0 Reviewed: Voting Open
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Recognition credit added to a pledge should get carried forward to pledge payments.
Recognition credits for a pledge based on the global setting or on the configuration on the constituent record carry forward to the pledge payments. However if the recognition credit is set on the pledge record, it does not carry forward to subseq...1 Reviewed: Voting Open
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Lock Revenue Records if they are in a Revenue Update Batch
Currently, if a revenue record is in an existing Revenue Update Batch, and changes are made to the revenue record outside of that batch, those changes are going to be reverted when the Revenue Update Batch gets committed. To prevent changes from u...0 Reviewed: Voting Open
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Allow same payment methods on Pledges as for Payments/Recurring Gifts
With all new (online) payments available, (For example paypall, google checkout, but also more locally common payment methods) we realy miss the opportunity to add different payment methods against a Pledge. For some reason you can only log Credit...1
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Allow account systems to have their own fiscal year
Our organization has branches across the world who operate on different fiscal years so we would like each account system to have its own fiscal year in CRM.3
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Uncheck the 'refund card' box as the default when adjusting gift amounts down.
The default is set to refund the card once a credit card payment is adjusted down. This links directly to BBIS, so gift entry staff adjust the amount down in order to apply it to a different constituent and save, without realizing the box had chan...1 Reviewed: Voting Open
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Create an option of whether or not to have gifts automatically marked for re-receipt when creating adjustments.
We make adjustments all the time that do not require a re-receipt for the donor and would prefer to manually mark gifts for re-receipt under all conditions. It would be great if there were a system setting we could disable for automatically markin...0 Reviewed: Voting Open
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Do not overwrite journal reference for gl with information in revenue transaction reference field.
Any information entered in the reference field on a revenue transaction ("per donor instruction" or "stuffed toy bulldog") overwrites the default journal reference value "Name-Donation-Check"). These fields serve two different purposes, and ideall...0
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Corporate Information - recognition credit
We use recognition credit for almost everything we do. The Corporate information screen only shows giving in hard credit dollars. It would be nice if we could either choose hard or recognition or only recognition credit was used.0