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Add designation numbers (not just names) to Rev/Rec History tabs
It would be helpful for users to be able to see the designation number - as well as the name - when looking at the list of gifts on the Revenue History and/or Recognition History tabs. Currently they can see the name, but not the account number. I...0
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Default household recognition credits-allow option to exclude non-spouse household members
In the recognition settings configuration, there are default household recognition options. We would like to suggest an additional option for the "For member revenue recognize". It would be nice to have the option to recognize the spouse with a re...0
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Allow a single currency ISO for multiple locale.
Currently in CRM when adding a currency the ISO must be unique. Some countries use the same ISO code for their currency and it would be beneficial to be able to add them. An example is the code EUR for Euro which is used by over 30 countries.0 Reviewed: Voting Open
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Need ability to generate a receipt for a constituent that is marked as deceased
Our business practice is to book estate gifts against the constituent with whom we had the original planned gift. However, the out of the box receipt process will exclude constituents that are deceased. We need the ability to include deceased reco...0 Reviewed: Voting Open
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add benefit adjustments to the adjustment table
When looking at the Adjustment table, would like to see added benefits in the adjustment table. Since you can add them when the payment is posted, that is an adjustment. Having all adjustments show on one table would be useful for looking at all a...0
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allow reassigned Sponsorship Recurring gifts to retain attributes
Presently, if a sponsorship recurring gift has any attributes on the revenue record, they are lost when the sponsorship is reassigned. We would like to have sponsorship recurring gifts keep any attributes on the revenue record after the sponsorshi...0
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Enable functionality to support HMRC charity online accounts with Multi-Factor Authentication
At present, it's not possible on Blackbaud CRM to use a HMRC login with Multi-Factor Authentication switched on to complete R68 Submissions online. Some organisations require Multi-Factor Authentication switched on to comply with their own interna...1 Reviewed: Need Further Info
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allow benefits to be added when adding a recurring gift
Currently to add benefits to a recurring gift you need to add the gift and then navigate to the benefits tab. This should be surfaced on the add form like it is for other gift types.0
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allow benefits on recurring gifts to carry through to recurring gift payments.
Currently if you have a recurring gift with a benefit the benefit doesn't carry forward to the payment. This should work the same as it does for pledges - it should carry the benefit forward. -
End Date Gift Aid Declarations for Deceased Constituents
When a constituent is marked deceased, any open Gift Aid declarations should be end-dated.0 Reviewed: Voting Open