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Update Blackbaud CRM whenever BBMS Credit Card Updater updates card details
When BBMS Credit Card Updater updates a card (expiry date, card number or account holder) these details are not visible in BBCRM (although we think we might have found one example where they are - it's all rather mysterious.) Please update the det...2 Reviewed: Voting Open
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Create a way to "Hold" a Sponsorship and/or Sponsorship Recurring Gift.
A Sponsorship Recurring Gift does not allow the Status to be edited at all. This seems fair, as the Sponsorship Recurring Gift should be controlled from the Sponsorship. You can edit the Status of a Recurring Gift to be “Held”. This is great, as...1 Reviewed: Voting Open
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Ability to query Status Date Change for Recurring Gifts
In order to create correspondence to Constituents based off a change to their Recurring Gift, it would be good to be able to query the REVENUESCHEDULE table - in particular the change date, in a revenue query.5 Reviewed: Voting Open
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Add a Recurring Gift Cancellation process - similar to Sponsorship cancellation, where a reason must be provided
Please add a cancellation process to recurring gift records, so when a constituent wants to cancel their recurring gift a reason why must be entered. This should be similar to the Sponsorship cancellation process. At present we can only change th... -
Create a global change to change designations on recurring gifts
Often we need to take a group of designations that have 3 or 4 levels in the designatation hierarchy and modify them. So e.g. OM NL/NL_abc/NL_support/xxxx OMNL/NL_abc/NL_support/yyyy OMNL/NL_abc/NL_support/zzz etc needs to have all recurring gif...1 Reviewed: Voting Open
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Allow recurring gift setup to be assigned to a tribute
At the moment each instalment to a recurring gift needs to be applied to the tribute which is time consuming to iterate through each line on automatically created batches (direct debit and similar)1 Reviewed: Voting Open
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align the recurring gift status edits to the sponsorship recurring gifts
It would be great to align the functionalities which are available on the recurring gift with sponsorship recurring gift and vice versa. In particular, version 4 has some great new functionalities with the status edits on recurring gifts and captu...0 Reviewed: Voting Open
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Recurring Gift - Write Off Process (Specific Payment)
Create a write off process for specific payments on recurring gifts to be written off in bulk.1 Reviewed: Voting Open
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Enable the consolidation of multiple commitments to a single payment by constituent for payments other than pledge & recurring gift payments
In order to record individual payments with all the required data we often have to separate them onto separate lines within payment batches. Where the paymetn type is credit card, the EFT process runs this a separate payments, meaning that the cha...2
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Transaction Search Screen - only show active recurring gifts
On the transaction search screen when looking up a constituents recurring gifts - all of the recurring gifts are shown on the screen. Including the terminated and completed ones. Would like the ability to see only current active ones. If you need ...0