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Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th...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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Being able to add specific funds to be excluded from Gift Aid directly on a declaration
Currently if a supporter wants us to claim Gift Aid on specific funds only and exclude others, we are having to go back and retrospectively adjust each payment that needs to be excluded if it is tin the gift aid period. It would be good if this co...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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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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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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Create an option for a donor to receive credit on a matching claim when they make a payment through a third party (DAF, Foundation, etc.)
When an alumnus or other individual makes a gift through a third party (DAF, Foundation, etc.) the alumnus does not automatically get recognition credit on the matching claim. We have to manually add that credit to the matching claim. If we modify...0 Reviewed: Voting Open