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Add the ability to edit campaigns on a pledge in batch
The users would like to be able to edit Campaigns on Pledges in batch. This can be done if you enter a pledge and use the Split designations option. But what they want is to enter a payment, select Apply, add a pledge from the resultant screen, an...0
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Need Tribute to carry over to the Claim/Match
Please add Tribute to a matching gift claim and have the Tribute information carry over from the matching gift to the claim and to the company match. Currently, Tribute only appears on the gift (from the person) and it does not carry over to the c...0
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Allow a search and select of campaigns in enhanced revenue batch
We often have a need to change the campaign(s) on a revenue record due to dates etc. Currently there is now way to do this in revenue batch entry.0
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The tribute type field should show up in batch after clicking on the tribute area
In batch we would like to see the tribute type filed show up in batch after clicking on the tribute area0
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Allow users to split a gift but have multiple instances of the same designation
We need to be able to split the gift by amount and in some cases keep the same designation but different holding purposes and credit accounts. We received an error when splitting to same designation and had no way to get to the debit/credit or hol...1 Will not implement
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Please make it possible to assign a default tribute letter to an "In Memory of ..." tributee that is deceased.
The current logic of this form disables the default letter field when a deceased constituent is selected as the tributee. This is because, currently, they are automatically set as a acknowledgee and the letter specified is the letter that would be...0
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allow users to increase the number of rows that display in a batch
We would like to be able to change the settings so that more transactions show per page while you are viewing a batch. -
Include Reserved Funds in the selection for a Donor Challenge.
On a Donor Challange, you can Encumber actual gifts as well as Reserved Funds. The Reserved Funds area is a placeholder for gifts that have been promised but not received. When running a Donor Challenge process, the process uses a Selection to upd...0
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Need new Revenue Transaction to not be associated with and inactive campaign.
After marking campaign inactive and adding close date to campaign, new revenue transaction still auto-tagged (are auto associated) to the now closed campaign. By definition, this shouldn't happen1 Reviewed: Voting Open
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Managing scholarship funds and Donors
I would like the ability to link a scholarship fund to a donor, and capture the phases and ongoing relationship to that donor and the scholarship changes. Prospect donors is one promising way of dealing with it, but this area forces an amount with...0 Will not implement