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Highlight last batch edited/opened/changed in list of batches
When we edit a batch, then save and close it, the batch entry list no longer shows some clue as to what was the last batch opened (i.e. last batch highlighted or last batch line expanded to show batch type/date changed/ and the Edit batch/Edit pro...0
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Add back the functionality of the Activity tab as seen in 2.94, where you had the ability to look at payments instead of installments.
It is impractical to have to press the down chevron to view these payment information.0
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add a 'Go to' button on non-revenue batches.
Currently, revenue batches allow you to pull up a constituent record. It would be nice if our data team could pull up constituent records while looking at profile update batches from BBIS.0
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edit stock/ stock sale forms to calculate amount based on number of median price and share quantity.
Stock and stock sale add/edit return an error when the quantity of shares multiplied by median price is not equal to the receipt or sale amount. We request that CRM populate the relevant amount field based on logic or that the error message retu...0
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Allow partial payment for auction items
People will sometimes give you part of a payment in cash and then want the rest by credit card.0
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Improve compression to increase volume of R68 submissions to HMRC
Currently the online submission xml file has a limit of up to 500K claims accepted within one file. There is an approximate 25Mb size limit on the xml file, although this is not a hard limit and will offer a little give. E.g. NDCS processed an 8...0
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Increase the number of decimal places for Gift In Kind Fair market value per unit to at least 4 places
We often have Gift In Kind donations that are calculated with more than 2 decimal places. We have to use a work around where we manually calculate the value and enter it, but it would be nice if the system allowed at least 4 decimal places in that...0 Reviewed: Voting Open
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when you change constituents on a matching claim, it should check the matching factor of the new ID
When you adjust the constituent on a matching claim, you click the ‘change constituent’ button and it works correctly. But the program does not then look at the matching conditions for the new ID and update the claim appropriately. So if the old I...0 Will not implement
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pull the appeal from a recurring gift to the corresponding EFT payment in batch
When adding a payment batch through EFT, it will pull the recurring gift that it corresponds to, but it doesn't fill in the appeal to match the recurring gift appeal.0
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Add a filter on the type of recognition credit when creating a Latest Recognition Credit Amount or Latest Recognition Credit Date smart field.
Smart Fields can be created to show the latest recognition credit amount a constituent has received or the most recent date it was received, however there is no way to filter on the type of credit. It would be good to be able to get the latest sof...0