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Add the ability to assign multiple sites when creating the Major Giving Plan
Currently there is not a way to create Major Giving plans with no site assigned to them and still have users, that are site secured, to see these plan steps for use when copying/creating new plans. By adding the functionality to add multiple sites...0
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Add the check number to the standard Enhanced Revenue Batch Contorl Report
If you are collecting check information through a batch, the check number would be a huge win. Instead of requiring clients to do custom XML work, adding the check number column would be beneficial to this standard report.0
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Allow some elements of a revenue records to be amended whilst they're held in a pending R68 Claim
When a revenue transaction is involved in an R68 you cannot edit any of the details for example if you want to edit the appeal or the GL post date you get this message: "This transaction has one or more applications on a pending R68 process and ca...0
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Job Title is a free text field rather than code table
The suggestion is to create a code table for Job title, but also allow free text.0
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add a matching gift commitment on the "apply to commitment claim"
In a batch entry, in the "apply to commitment" page, it would be great to have the option to "add a matching gift claim" in the same window.0
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Run Multiple Credit Card Processes in Parallel
Value Prop: Charge credit cards in batch concurrently. Eliminate the need to coordinate between gift data entry staff during the day, or to schedule credit card processing runs overnight. Estimate: M Confidence: M
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Using the Academic Catalogue
*Add the ability to use 'Contains' when querying on Academic Catalog Degree *Add the ability to use 'Begins With' when querying on Academic Catalog Degree *Expand the box/field view for selecting Academic Catalog Degree - the current view is not *...0 Will not implement