-
Sort Registrants in Assign Seats in Last Name, First name order (Like 2.94 Registrations)
In 2.94, Registrations now lists constituents in 'Last name, First name' format. This is wonderful, but where we need this the most is in Assign Seats. Currently, in Assign Seats, Registrants are listed by 'Title, First, Last' and this makes it im...0
-
Allow for better handling of third party matching gift claim payers
Third party payers for matching gifts are becoming more common. For example, the Coca-Cola Foundation uses Benevity Impact Fund to pay its matching gifts. With current functionality, when the match comes in from Benevity, the recognition credits ...
1
Reviewed: Voting Open
-
Allow for matching gift claims and donor challenge claims to be posted to the GL
Please allow for matching gift claims and donor challenge claims to be posted to the GL. This would resolve two issues we have: counting claims as receivables and point in time reporting on transaction changes. Though we are unique in booking thes...1 Reviewed: Voting Open
-
show Matching Gift claim balance and Matching Gift claim status on the Matching Gift tab of payments that have Matching Gifts
The datalist on the MG tab of a payment doesn’t give you enough information to really understand what is going on. It is missing Matching Gift Claim Balance and Status.0
-
Allow users to post event registration committments like a pledge
Currently we cannot post events registration committments. Users would like this feature to function like a pledge.0 Will not implement
-
Allow Revenue Category to be populated on Matching Gift Claim, based on the related Payment.
When a payment is added in batch, users can specify to create a corresponding matching gift claim that inherits the properties of the payment, including revenue category. When the matching gift claim is paid off, the subsequent payment also inheri...1 Reviewed: Voting Open
-
Matching Gift Recognition Preferences should not override Relationship Recognition Settings
We have our Matching Gift Preferences set to generate recognition credit based on credit for the original revenue. This works very well, except that we would like the rec credit to also generate based on out relationship recognition settings as we...0
-
Need designation on Matching Gift Tab
In the revenue & recognition of a constituent there is a 'Matched Gifts' tab that only shows, type, date, company, amount, balance & sites. Need to add designation to this data list, preferably the lookup ID of the designation with the name.0
-
Matching gifts on membership payments
Need the ability to associate matching gifts with membership revenue. -
Recognition credit date when adding matching gift claims from batch
Currently when adding a matching gift claim in batch, the recognition credit date is the revenue date of the original individual gift. Because of configurations we have set that recognition claims should copy the individual which it does for conti...