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Cannot view Revenue Documentation Note Notes
Users without Edit permission on Revenue documentation notes need to be able to read the complete Notes. Currently, without edit permission, they can only read the first few lines.0
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have the ability to delete distinct years for a constituent's recognition program history without having to delete it all
There is a need to delete out distinct years for a constituent's recognition program history, and the suggestion is to provide the ability to do so. Currently, you are only able to delete out the entire constituent's history for the recognition pr...2 Reviewed: Voting Open
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Add Lookup ID to the Recognition Credit Data Lists
Lookup ID should be included in the datalists for both viewing and editing Recognition Credit. This will help to ensure that Credit has been given to the correct constituent.0
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Update designation matching gift payment - and having the claim follow
After a matching gift payment is received, if there is no way to update the designation on a matching gift payment without first removing the application on the payment, saving it and then re-adding it back to the claim. (BU) – SMU and IOWA -- nee...0
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Edit Matching Gift Payment in Batch
Add the edit matching gift button in batch -
Allow benefits to be assigned to a designation
It would be helpful to be able to assign a benefit to a designation and have that benefit provided as a default for gifts to that designation (with the ability to override or decline the benefit for a specific gift).2 Reviewed: Voting Open
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Credit Card Authorisation in the batch - Allow individual rows in a batch to be authorised as needed, not in a process
We currently know that 2 people cannot run the Credit Card authorisation process at the same time. This is an issue for people in our Call Centre taking donations over the phone - who want to authorise the credit card on the spot and provide immed...0
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Store and display waived benefits.
Currently, when Benefits are waived for a transaction, the waived indicator is stored in the revenue table, but nothing is stored in the revenuebenefit table, so there is no history that a donor was entitled to benefits they did not receive. That ... -
Capturing a Summary of Event Registrations
It would be helpful in managing events to have on the summary of the event and the event profile report calculated fields that capture the number of registration types registered. An example would be a golf event with a foursome, couple, individua...0 Reviewed: Voting Open
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Convert gifts-in-kind to auction items and vice versa(auction items to gifts-in-kind revenue).
There are times when gifts will come in as gifts-in-kind that the non-profit my later decide to offer as an auction item. There may also be times when an auction item such as a laptop does not get sold at auction and the Organization decides to us...0