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when adding someone to a household, copy spouse to household should not be checked
Our users have to uncheck this box every time and find it frustrating.2
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Ability to Reverse a Transfer process or Remove a Sponsorship Transaction
When we have done either a bulk Sponsorship Transfer or Manual Transfer, ( Child A to B ) some sponsors respond by asking for a different opportunity/child. We then do a second Transfer process from child B to C. In the transactions, we would like...0
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Changing a Sponsorship Location's designation should update the recurring gifts to for all active, existing sponsorship from that location to the new designation
Currently, if a Sponsorship Location's designation is changed, the existing active sponsorship recurring gifts all have the old designation and new sponsorships from that location have the new designation. My organization would like it if changing...0 Reviewed: Voting Open
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It would be useful to be able to add sponsorship opportunities (children) in a batch instead of one by one.
Children are presented to the sponsorship program in groups of 20 to 40 at a time. It would be more efficient to have a batch facility to add children as sponsorship opprtunities.0
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BBECRM: An issue with saving interactions within a Constituent Record.
The Interaction you have added is created, though you need to re-select the Interaction to do anything with it. This becomes a problem if a User wants to add some supporting documents as they may end up adding documentation to the wrong Interacti...0 Will not implement
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have a process to bulk add/remove sponsorship opportunities to and from pending status
There should be a process or two processes which should allow users to change the eligibility of a sponsorship opportunity from Eligible to Pending or Pending to Eligible in bulk.0 Will not implement
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next/previous interaction button
It would be good to add a next/previous button on the interaction view screen so that users can toggle across an interaction history without clicking out of one interaction and then into another.0
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allow reassigned Sponsorship Recurring gifts to retain attributes
Presently, if a sponsorship recurring gift has any attributes on the revenue record, they are lost when the sponsorship is reassigned. We would like to have sponsorship recurring gifts keep any attributes on the revenue record after the sponsorshi...0
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Sponsorship program data list display
When viewing the Sponsorship program data list in the Sponsorship FA, the “Opportunities” column (as it is currently displayed) appears to display misleading information as to the number of opportunities in relation to the program. Considering tha...0
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Recognize recipients of a Sponsorship Gift
When adding a Sponsorship, users have the option of adding the Sponsorship as a Gift. However, the Recognition for the Sponsorship only goes to the person paying, and not the Gift Recipient.0