-
Finding Matching Gift Companies
There is no easy way to find all Matching Gift Companies and drill into the company’s paid and unpaid matching gift claims. It would be helpful to have a search and detail screen – way to indicate matching and then search from all areas – also the...0
-
Ability to edit stock sale amount in batch
The stock sale amount field can already be added to a batch, but changing the value within a batch doesn't actually do anything (after committing the batch). Our organization does most edits through batches since someone can review the batch for c...0
-
UIWeb Revenue Batch Usability in 2.94
UIWeb revenue batching usability really needs to be addressed. 1) The apply commitment window pops up any time a donor is entered. We only want it to pop us if the designation entered and the constituent is the same as the commitment they have. ...0
-
Improve adjustment batch performance when bringing records into adjustment batches
Bringing records into the batch is slow. -
Credit Card Process should be linked to a specific account system
We have multiple bank accounts, which are represented in CRM by multiple account systems. We would like the credit card authorisation process, to only allow batch transactions with the correct Account system to use the Credit Card linked to a spec...1
-
Event Preferences - Unable to edit a preference once a designation payment is associated with a registrant.
The preference functionality with Events has the following issues: * Unable to change the preference once it's associated with a designation payment. This causes large issues when a sponsor registers for an event, pays and has several unknown gu...0
-
Event lodgings to have revenue tied to them
We would like a link to be established between Registration Options and Lodgings in the event area.0
-
Event registration revenue should be able to be designated to specific purposes.
Currently, event revenue is not designated to any purpose other than its own project code. Usually events are fundraisers held to raise funds for several purposes and therefore, when registration payments are made, a percentage of each donation ne...0 Reviewed: Voting Open
-
update the batch number on a revenue record when using a Revenue Update Batch to adjust the transaction
Currently when transaction is added via a batch the system stores and displays the batch number on the transaction page. If a user adjusts the transaction using a Revenue Update Batch (RUB) the batch number is not updated. We would like the system...0
-
BBECRM: Enhancement request - Batch Design to include 'Vaildate' default
Wherever validation measures are in place (whether on the batch design or on each batch itself), it should be possible to configure it (where we wish to do so) such that a ordinary User cannot commit a batch without first validating it.0