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change Address Processing Options to allow more than two levels of hierarchy for selecting addresses
If someone overpays a pledge payment, it is more likely that we would want to apply the overpayment of the last installment, rather than the next installment.2 Reviewed: Need Further Info
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Add a warning page when deleting a process.
Currently all you have to do to delete a process is click "delete process" there should be a message preventing accidental deletes and a pop up that warns you, that you will be deleting the process.0
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Make the batch template defaults work in the membership batch entry screen
We would like the membership batch entry screen to take the defaults from batch templates. For example we would like to have one template for credit and one for checks so the credit would default to credit and the check would default to check. Cur...0
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Need the ability to extend the constituent view form in the erb
We use finder numbers for our constituents, and they are not always available on the mail piece. Rather than having to leave batch and search for things like this, it would be better for the data entry staff if we could add additional tabs at need...0
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create a way to limit permissions to the Add an organization button to the right of Related organization search.
It would allow a more granular permission ability to this area of CRM. This would allow a better defined ability to control the role of the end user.0
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update the Outlook exchange type for phone type mapping.
For Outlook Exchange integration the mapping for phone type is out of date. Not all of the exchange type fields are able to map to outlook.0
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Application Root URL defaults to Blackbaud.com
This should be fixed for anyone that uses the Excel format to export reports and the hyperlinks should go to that record but instead goes to blackbaud.com0
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The Control Batch report showing more details on rows within batch.
The Revenue Control batch report only shows the information in the row in batch, it does not show specific information, Such as a payment on a pledge, ECT. -
allow possible transactions from multiple-match constituents to be added to revenue batches with a validation error instead of excepting them out of the batch.
In importing transactions from a third-party credit card vendor for remote events, we often do not have more than the constituent name from the credit card transaction. If the name is common, the row does not get imported into the revenue batch bu...0
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Allow Attributes to be removed form One per record
Our Organization would like the ability to uncheck the One per record option in Attributes Categories without having to completely delete and re add the Attribute. This would simplify the process and allow for changes they may have been unintentio...0