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Include an option to make KPI value charts reflect real time changes in the database instead of updates to the KPI
The KPI value chart currently tracks the progress of the KPI based on the dates that the business process is run to update its value. However, that means that the chart doesn't show any changes that occurred before the KPI was created. For example...0
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Add Global Change for Receipt Stack
Add a Global Change - Revenue definition for setting the Receipt Stack. Currently if the Receipt Stack was left blank in a committed batch there's no front-end way to update it (except manual edits). This globacl change functionality was available...0
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Add functionality to the Clear Matching Gift Claims process to reset/adjust/clear recognition credits
In SP19, the Global pledge write-off process received functionality to adjust recognition credits and my organization would like to see this same functionality added to the Clear matching gift claims process. When we are marking matching gift clai...0 Reviewed: Voting Open
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add the ability to restrict the source code search in batch to just source codes the constituent belongs to.
re: https://kb.blackbaud.com/knowledgebase/articles/Article/61681, source code search results are not currently restricted or able to be restricted to whether or not a constituent is in the segment. It would be hugely helpful for our gift processo...0 Reviewed: Voting Open
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Create a merge field for webform receipts that includes the text entered by a donor in the webform comments field.
We utilize donation webforms for online tributes, and we ask donors to enter the information about the tribute in the comments field provided in the webform. It would be great if we could then include those comments in the email receipt that is au...0 Reviewed: Voting Open
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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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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
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Keep Adjustment Details in Adjustment History for "do not post" adjustments
Currently when you make an adjustment and and mark it as "do not post" and then make a 2nd adjustment on the gift at a later date the 2nd adjustment details override the first adjustment details and you lose all history of the first adjustment and...0
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The ability to edit a pledge reminder on constituent record
We would like the ability to edit a pledge reminder on a constituent record, specifically the date.0
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Apply the difference after upgrade of a recurring gift to the respective Marketing Effort
When we try to upgrade a recurring gift we would like the extra amount to be applied to the Marketing Effort, and the original amount to the original marketing effort. This will give a better insight on the effectiveness of the Upgrade Marketing E...0 Reviewed: Voting Open