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Non-philanthropic event registration component to be directly associated to a designation
We need the non-philanthropic event registration application to also be associated to a designation by way of the application. Right now the route to designation has to go through the event registration record then event then default designation. ...0 Reviewed: Voting Open
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Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified
Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified0 Reviewed: Voting Open
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Fix GL distributions generated when Reconcile Matching Gift functionality is used to link payments to claims
The current Reconcile Matching Gift functionality modifies the original GL distribution by reducing the debit and credit amounts to the amount that is not applied to claims. This is incorrect from a GL standpoint and this functionality should be c...0 Reviewed: Voting Open
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Add Support to process ACH transactions using BBMS and not have to use external process
Currently to process ACH inside of CRM we have to setup a external partner and send information to the banks and receive the files back into the system. We would like to ability to process all ACH transactions using BBMS inside of CRM.0 Reviewed: Voting Open
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Recurring Gift - Write Off Process (Specific Payment)
Create a write off process for specific payments on recurring gifts to be written off in bulk.1 Reviewed: Voting Open
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allow users to unpost GL transactions that are marked as Posted by mistake
Once the post to GL process is run and the transactions are marked as posted there is no way of changing them back to unposted.0 Reviewed: Voting Open
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Add RSS capability on the Tribute Revenue tab
It would be helpful to allow an automated notification when a gift is applied to a tribute.0 Reviewed: Voting Open
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display the finder number on the details tab of pledge transactions
On a regular payment record the details tab contains a field that displays the finder number. We would like this same information for pledges as well so that we can review this information before running pledge reminders. -
Ability to enter a future start date when creating a relationship.
Currently it is not possible to enter a start date in the future when creating a relationship. This causes problems when trying to keep track of senior individuals' business relationships, since job changes are usually announced several months be...2 Reviewed: Voting Open
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Ability to add additional donations (non registration fees) to an Event
Allow non registration revenue to be linked to an Event. There is not currently an easy way to track additional donations that are part of an Event. Example: Donor pays $50 registration fee and $10 towards the event. Additional Example: Donor cann...2 Reviewed: Voting Open