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BBIS Revenue batches - prevent constituent matching algorithm from matching against deceased constituents
In BBEC, when processing Online Giving Revenue Batches which have been downloaded from BBIS, the CRM/BBIS matching algorithm will match against deceased/inactive as well as live records. Preferably deceased records should be omitted, because it is...1 Reviewed: Voting Open
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Add a function to "clear results" of a letter assignment process
We assign a lot of different letter codes, all based on different queries, and can make mistakes. The "clear process" option works great later on in the acknowledgement process to unmark gifts as acknowledged, but there's no way to get rid of an i...0 Reviewed: Voting Open
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Allow search by Revenue/Revenue ID in apply to commitments commitment search in addition to constituent LID
Have to find the constituent and LID then select the revenue commitment. Should be able to search by revenue for a revenue item0 Reviewed: Voting Open
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Do not automatically default marketing effort just because there is only a single effort tied to a particular appeal
Frequently, we have a an appeal we are using without any marketing efforts. Sometimes there may be a single marketing effort activated against that appeal, but it doesn't mean we want to use that single marketing effort for everything. Often we st...0
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Allow the Gift Aid sponsorship and Constituent declines Gift Aid check boxes to be used for gifts held against organisations and groups
As part of our challenge event processing we regularly use the Gift Aid sponsorship and constituent declines Gift Aid check boxes to show what gifts can be Gift Aided without reference to the constituent's own Gift Aid status. This works well for ...0
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add the ability to restrict the source code search in batch to just source codes the constituent belongs to.
re: https://kb.blackbaud.com/knowledgebase/articles/Article/61681, source code search results are not currently restricted or able to be restricted to whether or not a constituent is in the segment. It would be hugely helpful for our gift processo...0 Reviewed: Voting Open
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Option to have Adjustment Post Date default either to the current date or original post date
We distribute certain revenue reports based on their post date.5 Reviewed: Voting Open
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Add a field for tribute information in the batch validation report
Add a field for tribute information in the batch validation report. Currently there is no way to validate the tribute is linked correctly before committing batch without clicking into every line item of the batch.1 Reviewed: Voting Open
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Ability to link an opportunity to an applied event registration within batch
If you're applying a gift to an event registration within an enhanced revenue batch, the "Opportunity" column becomes grayed out. Please have us be able to link opportunities to these event registrations within batch.0
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Add the ability to have revenue batch import into an existing batch
To ensure proper batch internal controls, we have a "cashier" create all batches. Once the batches are created, the documentation is placed into a bin for multiple data entry folks to enter. This ensures we have one place in the system for all out...0