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Include Designation ID on Pledge Reports
Our Finance department needs to see the Designation ID instead of Designation name on pledge reports such as Pledge Status and Analysis, Pledge Receivables and Pledge Installments Projection. Suggest the reports include Designation ID or allow use...0
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Need to be able to total Registration Option Costs per registrant
Events and Registration Costs: We have events where there is no cost (registration fee) to the registrant, but there is a cost to us. The system as is it now has no way of calculating that cost. The only way to add up this cost is to create a...0
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provide the ability to change the appeal on Events after registrations and revenue have been entered
provide the ability to change the appeal on Events after registrations and revenue have been entered0 Reviewed: Voting Open
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Recognition Program credit for pledge payments made to another constituent's pledge.
We would like to create a recognition program that excludes recognition for pledge payments, but recognizes the pledge itself. But in addition, if the payment is made on another constituentƒ??s existing pledge, the payment should be recognized sin...0 Reviewed: Voting Open
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Constituent Restriction Options Edit Data Form to small to view options when using drop down menu
This form is far to small to be able to view Event Restriction options when using the drop down menu. Usability is very low as it's very difficult to select required options. It would be very useful if the ability to adjust dimensions of forms wer...0
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Update the balance due on a registration when it is canceled
When canceling a pre-registered event attendee, CRM helpfully notes that you'll need to issue a refund separately. However, if there is a balance due on the registration, that balance remains a liability on the event and there is no way to clear t...1
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Make recurring gift installment tables at the lineitem level, similar to installment tables are for pledges
Make recurring gift installment (FACT_RECURRINGGIFTINSTALLMENT*) tables at the lineitem level, similar to installment (FACT_INSTALLMENT*) tables are for pledges. The recurringgift tables are at the transaction level, while the installment tables a...0
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Allow the ability to have a revenue attribute associated with a pledge not show up on the pledge payment itself
When adding a revenue attribute to a pledge, we would like for the option for that revenue attribute to not show up on the pledge payment itself (just the overall pledge). This is currently not a option.1 Reviewed: Voting Open
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Include Conditional Pledge functionality
RM should allow for a "conditional" pledge where the revenue is not booked nor recognized per GAAP, however, it can be entered and identified so it has visibility for donors, as well as actual payments can be matched to a conditional pledge (where...0 Reviewed: Voting Open
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Recognition credit added to a pledge should get carried forward to pledge payments.
Recognition credits for a pledge based on the global setting or on the configuration on the constituent record carry forward to the pledge payments. However if the recognition credit is set on the pledge record, it does not carry forward to subseq...