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Recognition credits are not adjusted when performing a global pledge write-off
https://www.blackbaud.com/files/support/helpfiles/crm/us/40/Content/RPRunPledgeWriteoffProcesses.html When a pledge is written off via globel pledge write off functionality, the recognition credit does not get reset accordingly. This seriously aff...9 Shipped
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Give organizations a choice if they want to remove recognition credits for anonymous revenue transactions automatically or not.
Currently when you make a revenue transaction as "Gives Anonymously", it wipes off all recognition credits from that transaction. However, not all organizations use recognition credits in the same manner. We were wondering if it would be possible ...0 Shipped
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Add ability to edit recognition credits in batch entry
Cannot edit recognition credits on pledge payments, membership payments, or event registration payments in batch entry0 Shipped
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Changing recognition credit date for payments with commitments in batch
Currently if you add a payment that is tied to a commitment like pledge or planned gifts, the recognition icon at the top is grayed out and you cannot change the recognition credit on these payments. We change recognition on payments all the time,...0 Shipped
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Need Designation on Recognition Credit History Tab
We need to see the designation on the Recognition Credit History tab. The designation is a key piece of data that we use with Recognition Credit. It tells us what the person got credit for. We do the majority of our solicitations, honor rolls, maj...0 Shipped
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Unable to set a global default recognition credit type for constituents
I have a group of consituents that should receive the same same default recongition credit. Instead of setting these one by one, I want a way to globally add this.0 Shipped