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Vote
Need the ability to change the source code on an existing membership
We will now given security access to the "edit payment" screen in order to update source codes. Ideally, you would be able to edit the mailing information without being able to edit the payment information.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
9
Vote
allow payments to be applied to memberships in Revenue Batches
No description provided
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
14
Vote
Ability to merge duplicate memberships
In many cases some users have entered multiple memberships with revenue attached to each one. There's need to merge the two membership records one with all revenue tied a single membership.
Created 29 Jun 13:22 by Zar Castillo
Blackbaud CRM / Memberships
1
Reviewed: Voting Open
9
Vote
allow payment method of Stock/Property on membership dues
UGA is testing the eCRM membership module (CRM 3.0 sp7) and the definition of table BATCHMEMBERSHIPDUES limits the payment method to Cash, Check, Credit Card, Debit Card, and Other.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
11
Vote
allow member searches using constituent IDs
When you are searching for constituents in the Membership program, you can use the Membership ID or their first and last name, but not their constituent ID, which is how our Records folks search most often.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships / Search
0
4
Vote
Allow Membership Updates in Batch
We need to be able to do Membership Updates in batch. Doing these adjustments as “one-offs” is not acceptable; they need to be a batch.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
5
Vote
Add Deceased indicator to the constituent window when processing membership renewals in a batch
When renewing memberships, we always add the spouse to the membership if there is a living spouse who is not already on the membership. When processing a renewal in batch, the constituent window at the bottom of the screen contains a 'Marital Stat...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
4
Vote
Add marital status to Membership Dues batch
In previous versions membership was processed through the Enhanced Revenue Batch. This showed in the Constituent Information at the bottom of the batch. This does not exist in the membership dues batch.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
9
Vote
Split a Membership
We need the ability to split a membership. For example, If two constitutes divorce and they have a joint/family membership once they divorce they should each have a single membership. We don’t take away membership if someone passes away or divorce...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
9
Vote
Matching gifts on membership payments
Need the ability to associate matching gifts with membership revenue.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Matching Gift / Memberships / Revenue
0
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