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Reflecting Guests Attendance through Events
Currently users are unable to "Mark as will not attend" or "Mark as Cancelled" as guests to hosts within events. Example would be if John Smith was the main registrant and Jane Smith was his guest, John was able to come to the event but Jane wasn'...13 Reviewed: Voting Open
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Allow for import of recognition credits to both a new and existing constituent within the same batch
Within an enhanced revenue batch import, we need the ability to add a new gift and assign recognition credits to the new donor, in addition to assigning recognition credit for this new gift to an existing constituent. Although the "new/edit consti...
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Reviewed: Voting Open
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Add the ability to Query on recognition credit defaults & Globally Change defaults
Recognition Credit Defaults are set/viewable Info on the Recognition Default tab when on a constituents revenue & recognition -- but is not available using Query, and there's no global process to add/change defaults -- ideally you'd be able to...0 Reviewed: Voting Open
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Enable Query of Constituent Recognition Credit Defaults
We discovered that constituent recognition credit defaults are not removed when the relationship that generated them is deleted. We have a separate Idea Bank request to generate a warning when deleting a relationship that generates rec credit defa...3 Reviewed: Voting Open
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Show the reduced recognition credit for the pledge designation amount when a pledge written off
Currently, when a pledge is written off, the user is asked whether or not to reduce the recognition credit. If recognition credit is reduced, the constituent recognition credits are affected. However, the "Designation" portion of recognition credi...0 Reviewed: Voting Open
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Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified
Add a prompt to remove or edit recognition credit defaults if a relationship is deleted or modified -
Create an option for a donor to receive credit on a matching claim when they make a payment through a third party (DAF, Foundation, etc.)
When an alumnus or other individual makes a gift through a third party (DAF, Foundation, etc.) the alumnus does not automatically get recognition credit on the matching claim. We have to manually add that credit to the matching claim. If we modify...0 Reviewed: Voting Open
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Ability to add additional donations (non registration fees) to an Event
Allow non registration revenue to be linked to an Event. There is not currently an easy way to track additional donations that are part of an Event. Example: Donor pays $50 registration fee and $10 towards the event. Additional Example: Donor cann...2 Reviewed: Voting Open
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Add recognition credit filters to recognition credit smartfields
We need parameters in the recognition credit smartfields to select which recognition credit types we calculate on. The parameters could either use the RC reporting filters, or the actual RC types. I saw notes in a previous "idea" that this functio...0
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provide the ability to globally assign recognition credit from an event to a particular Individual
There is no way to default recognition credit onto revenue associated with a particular event for a particular Individual. Salvation Army Eastern Territory would like Robert Falzon(Individual) to receive recognition credit for all revenue applied ...0 Reviewed: Voting Open