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Have the abiltiy to delete a posted write-off in a closed period.
If you attempt to delete a posted write-off whose date is in a previous period, you get the error "Data could not be saved. Post date must be in an open period." I would think that the process should use the current date as the posted data for the...0 Reviewed: Voting Open
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Recognition credit date when adding matching gift claims from batch
Currently when adding a matching gift claim in batch, the recognition credit date is the revenue date of the original individual gift. Because of configurations we have set that recognition claims should copy the individual which it does for conti...0
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list designation next to amount under recent revenue section of contituent page
When you need to look for a gift by a certain donor it is likely to be one of their 10 most recent gifts. Therefore, It would be nice, since we have to look up the constituent anyway, if the "recent revenue" section on the constituent page listed ...0
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'Apply to Row' button fill in whole payment amount
We would like the 'apply to row' button to fill in the total amount of the payment and not just the amount of the installment.0
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allow users to import matching gift conditions
There are no available fields in a Constituent Batch or a Constituent Update Batch that would allow users to import matching gift conditions. When import large numbers of organizations it would be helpful to not have to add these manually on each ...0 Reviewed: Voting Open
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Revenue types excluded from the Revenue/Application Details/Gift Aid/Gross Amount field query nodes
Certain revenue types appear to be excluded from the Revenue/Application Details/Gift Aid/Gross Amount fields. This looks to be because the revenue application items are not in the REVENUESPLITGIFTAID table so they are not returning any informati...0
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Add a field for tribute information in the batch validation report
Add a field for tribute information in the batch validation report. Currently there is no way to validate the tribute is linked correctly before committing batch without clicking into every line item of the batch.1 Reviewed: Voting Open
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Add the ability to change the default for the 'Refund on Save' check box for CRM edit payment adjustments
The Refund card on save checkbox appears if the gateway that processed the credit card supports refunds. This checkbox appears when you edit a payment by credit card that has been processed through the Blackbaud Payment Service. By default, in CRM...0 Reviewed: Voting Open
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Add functionality to apply Benefits through the Membership Contribution Process
Benefits are not applied to Constituent record Membership when they are added to a Contribution based Membership levels with the Membership Contribution Process0
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Similar to RE7, soft-credits should show in the revenue tab of the prospective soft-creditor. Perhaps in a different colour so that primary donations and soft-credits can be identified.
Easier for fundraisers and other uses to view soft-credit history. All revenue in one place.1 Already exists