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The ability to add Planned Gift records and Payment features similar to Pledges to the Recognition Filter.
For the expectation that the Recognition filters under Reporting filters needs to count a payment only if the Pledge is not recognized. The Planned Gift acts like a Pledge, but the system doesn't seem to recognize it as a Pledge.1 Reviewed: Voting Open
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Add Direct Debit to the BBMS Payment Methods for CRM
Please add a direct debit option to BBMS for CRM. We would love to convert all of our payments to BBMS, but unfortunately we must support two separate payment processors because BBMS for CRM does not allow direct debit.0 Reviewed: Voting Open
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Auto Populate the Solicitor name and amount after Finder number is entered on the “Add a credit card payment” form
We would like the software that processes the Finder number to lookup the Prospect Manager associated with the Constituent and populate their name in the “Solicitors” section of the page. We would like the amount to propagate to this section as we...0
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Uncheck the 'refund card' box as the default when adjusting gift amounts down.
The default is set to refund the card once a credit card payment is adjusted down. This links directly to BBIS, so gift entry staff adjust the amount down in order to apply it to a different constituent and save, without realizing the box had chan...1 Reviewed: Voting Open
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Add the ability to change the default for the 'Refund on Save' check box for CRM edit payment adjustments
The Refund card on save checkbox appears if the gateway that processed the credit card supports refunds. This checkbox appears when you edit a payment by credit card that has been processed through the Blackbaud Payment Service. By default, in CRM... -
Modify Permanent vs. Provisional Credit Card Decline Codes for Recurring/Monthly Payments In BBCRM
Currently there are two credit card decline codes (part of Blackbaud Merchant Services) in Blackbaud CRM marked as "permanent" decline codes. We actually have a lot of success when we retry these payments (basically we do not receive the decline c...0 Reviewed: Voting Open
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add a feature permission to grant or deny permission to refund a credit card when saving a payment adjustment
I’m looking to lock down the ability to refund card on save and there doesn't seem to be a specific feature permission on this. If the user has rights to the Edit form they will be able to mark or unmark the box.0 Reviewed: Voting Open
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Add support for UnionPay as a card type in BBPS and BBMS
UnionPay is a card type common to the Asian market and we would like to allow payments in BBIS and CRM using this type.
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Reviewed: Voting Open
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Have a delete button on the REFUND section of Application details
Users may enter REFUND records in error so that they need deleting.0
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Not require an adjustment reason when changing an opportunity on a revenue record
When changing an opportunity on a revenue record it does not effect the GL. It should not be required to add an adjustment reason when it does not update the GL.0