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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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Allow the option for user specific default account systems.
On recurring gift schedule, system-wide default Account System is overriding an individual's Account System as defined in their security profile. I would be helpful if BBCRM would allow for user specific default account systems as the current func...0
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Update Import Selections process to accommodate Membership Installment plans
Records fail to import during the Import Selections process for record types that did not exists (or were not in scope) when the Import Selections process was implemented. For example, we get errors (failed to import) for Membership Installment Pl...0
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BBDM - make Gift Tribute information available
We'd like the Gift Tribute information to be available in BBDM. We often exclude donors who only give "in memory of", and sometimes segment by that same information.1
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allow users to exclude pledges from the total gift amount field of the Segments tab on a Marketing Effort.
Currently the Total gift amount field on a segment for an activated marketing effort includes payments and pledge balances combined. The users would like the ability to remove pledges from this list to only view the actual dollars that have come i...0
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Adding benefit adjustments, gift fee adjustments, and gift aid adjustments to the adjustment history report
The Adjustment benefit report, albeit old and created before these items were added to the application, should report on adjustments to benefits, gift aid, and gift fees.1
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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... -
Generate a revenue adjustment when the appeal is changed
When adjusting revenue (via Edit Posted Payment) a change in any field which is posted to the GL should generate an adjustment. For example Appeal is a field posted to the GL in our system, but if we change only the Appeal on a revenue record - an...0
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DO NOT ALLOW COMMIT FOR BATCHES w/ERRORS - Do not allow a batch to be committed with errors...the validation report should catch ALL errors
DO NOT ALLOW COMMIT FOR BATCHES w/ERRORS - Do not allow a batch to be committed with errors...the validation report should catch ALL errors and the entire batch should FAIL if there is ANYTHING in the batch that can't be committed. Audit issue on ...0