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extend appeal reports to give the option to report on pledge payments rather than pledges
On the Appeal Profile Report and the Appeal Performance report the system pulls pledges instead of pledge payments, regardless of what the settings are in the Revenue Reporting Filters setup in Configuration. We prefer to only report on payments r...0
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Allow pledges to have over 150 installments
When we add or try to adjust a pledge, we are only allowed to have 1-150 installments. We have some pledges that need to have 500 installments, but when we try to add those installments, we get: No. installments must be between 1 and 150.0
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Matching gift claim default designation from pledge commitment
In revenue batch, desigantion for the matching gift claim tied to a pledge payment should be defaulted from the pledge. When adding pledge payment it automatically set the designation from the pledge, need the matching gift claim to do the same. H...0
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Visual Notification a constituent has paid for an Event
When a user looks at a registrant for an event after they have paid, the only way to see that a constituent has in fact paid is that their balance has gone to £0.00 - it would be useful to have a notification or something visual to show this.0 Reviewed: Voting Open
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The ability to edit a pledge reminder on constituent record
We would like the ability to edit a pledge reminder on a constituent record, specifically the date.0
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Allow stock payments to be applied across multiple pledge installments within one batch. Stock for one installment must be committed first.
Allow stock payments to be applied across multiple pledge installments within one batch. Stock for one installment must be committed first, then a second batch must be created and committed for the second pledge payment via stock.0
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add pledges\Total Paid to the revenue query view
In an ad-hoc revenue query in CRM, I would like to include the total amount paid on a pledge but I canƒ??t find such a field in the query designer. I can get the pledge amount and the balance amount but not the total amount paid. -
Improve logic to "...payment adjustment required" message when editing pledges
When we edit a pledge to add new installments or alter the installment balances on unpaid installments, we have to update the installment designation page and enter post to GL information. (full message below) Because this message appears any time...0
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Allow tributes on pledges
We’d like is the ability to make pledge payments tributes…even those different from original pledge…we have the problem where pledge may not have been established as tribute but donor sends in a payment and wants it in memory of someone that recen...0 Reviewed: Voting Open
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add the ability to split Appeals on Pledges.
In addition to splitting Designations on Pledges, it would be helpful to be able to split Appeals.0