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Recognition Credit Largest Date Smart field
We need a smart field to capture the largest Recognition Credit date. All I see are options for earliest and last.0 Reviewed: Voting Open
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Create a global change for spousal recognition credit on historical revenue
I'd like a global change or process to make sure all historical revenue has joint recognition credit applied to a spouse. Ideally, this process would take into consideration situations where the couple is no longer married so the recognition credi...0 Reviewed: Voting Open
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Ability to re-process the same event invitation
Currently, as of v2.94 & 3.0, the only way to regenerate the same event invitation is by deleting it, then re-import selections back into a brand new invitation. It would be more efficient to have a feature like the "clear results" in acknowle...0 Reviewed: Voting Open
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We would like to prevent having the hard credit donor's recognition from disappearing when using unapplied matching gift as the application.
The hard credit donor's recognition credits are being removed when using unapplied matching gift as the application. It would appear this issue does not occur for straight donations. Current documentation on how this works: Recognition credits on...0 Reviewed: Voting Open
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when editing a relationship with recognition credits, prompt the user before any recognition credit default changes are saved
Currently, if a constituent has more than one relationship to person A (both co-member and spouse types for example) the system automatically changes the recognition credit defaults regardless of which relationship is being edited. We would like a...0 Reviewed: Voting Open
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add ability to change default of distribution on recognition credits
We would like the ability to change the default setting (now it is evenly) when using the Distribute recognition credits functionality. -
Allow to connect a payment to specific registration option, not only to the full registration total
Oftentimes, donors pay for a specific portion of an event registration (one option out of multiple options included in the registration). Currently, the payment is then applied to the total of the registration, without the ability to identify whic...0
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Event seating challenges - hosts and guests
When an invitee registers for an event with a guest from that moment on, they should be treated as one. If the host changes their registration, somewhere the user should be alerted there is a guest. When the host is seated, the guest should be sea...0
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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...1 Reviewed: Voting Open
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Corporate Information - recognition credit
We use recognition credit for almost everything we do. The Corporate information screen only shows giving in hard credit dollars. It would be nice if we could either choose hard or recognition or only recognition credit was used.0