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Allow search by Revenue/Revenue ID in apply to commitments commitment search in addition to constituent LID
Have to find the constituent and LID then select the revenue commitment. Should be able to search by revenue for a revenue item0 Reviewed: Voting Open
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Allow Benefits to leverage GL segment mapping, based on Designation, Purpose, and/or Event.
Although BCRM's built-in help files say that GL distributions for Benefit Items can leverage GL segment mapping for other segments in the GL string...it doesn't work. Our multi-site org needs to add specific Benefit Items to Event Registration opt...0 Reviewed: Voting Open
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Create a way to map sold stock to different accounts based on their application type.
Proceeds from stock sales for outright donations go to a different ledger than proceeds from stock sales that are funding a planned gift. CRM does not currently allow mapping for this functionality.0 Reviewed: Voting Open
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Correct Generate Payments so that payments are dated on the day generated, even if they were due in X days
In a Generate Payments process we can select to 'Generate payments due on or before' 'X days after this process runs'. This is a useful feature in that if the last business day of the month is not the last calendar day of the month we can reach fo...0
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Do not prompt for revenue adjustment when appeal is changed if appeal is not used for GL
Currently when adjusting revenue (via Edit Posted Payment) a change in any field which can be posted to the GL will generate an adjustment even if the current GL setup does not use the segment. Some organizations do not use appeal for their GL and...1
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Incorporate RE functionality -- one step process to credit spouse for all giving (Constituent> Soft credit for Spouse's gifts)
Incorporate 1 step functionality that existed in RE into CRM, to create recognition credits for Spousal Giving. We frequently identify spouses after initial entry when gifts have already been entered Raiser's Edge functionality to credit spouse f...0 Reviewed: Voting Open
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In Add Purpose/Designation add ability to only pull 2 levels (or option to pick how many) of the hierarchy
In v3.0 when you add a purpose/designation, we need the ability to limit the hierarchy levels that are displayed. We currently create ours from the first 2 levels of the hierarchy and if a user chooses the 3rd level to create - it will create a 4t...0
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allow multiple project codes attached to one designation
We need the ability to assign multiple project codes to one designation. Example would be we hold an annual Southern California Beach Party(that would be the designation name) and one year it is in LA - so the project code = LA Beach Party, the ne... -
Matching gifts on membership payments
Need the ability to associate matching gifts with membership revenue.0
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Event invites - Include ability to specify event or include all event information in export definition
When creating invitations for an event, we need to set up an export definition and mail or email packages. It would be good if we could include event information from the event record in the invitation (using merge fields from the export definitio...0