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Add back the functionality of the Activity tab as seen in 2.94, where you had the ability to look at payments instead of installments.
It is impractical to have to press the down chevron to view these payment information.0
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pull the appeal from a recurring gift to the corresponding EFT payment in batch
When adding a payment batch through EFT, it will pull the recurring gift that it corresponds to, but it doesn't fill in the appeal to match the recurring gift appeal.0
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All Acknowledgment Letter Templates based on EFT Failed transaction information
When NTFB runs our EFT process for Recurring Gifts three times each month, we currently have to manually research & issue letters to the donor's who have failed transactions, to notify them we may need to update their information. There is zer...0
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Allow for the designation field on a recurring gift to be expanded permanently
We would like the ability to expand the designation field on the recurring gift screen from a constituent record. Currently it can be expanded but will go back to the default when the record is navigated away from.0
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All users ability to view recurring gift future installments
Non-gift administration users who only have the ability to view recurring gifts should have the ability to view future recurring gift installments. Right now, you have to be able to edit the recurring gift to see this schedule.0
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Allow the "Payments due on or before" for recurring gifts to include this month or last day of month.
Many organizations actually process recurring gift once per month. It's hard to process all charges for the current calendar month if running though the job queue since the possibilities are for a specific date, xx days after the run date or as of...0
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A payment by a Group should not default to an Individual member's Recurring Gift in a Batch Row
When entering a payment in a batch for a Group, the system will automatically default the Application to the Recurring Gift of a Member of that Group (should there be one; and the amount entered matches the Member’s instalment amount) and not to a...0
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deposit date
Make bank deposit date an output field in the standard and extended post output formats.0