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Membership Batch - Auto-populate values when there is only one choice available
When processing memberships in batch, the 'Type' field updates once the 'Level' has been selected so that the only value available in the 'Type' dropdown is the correct value. However, the dropdown seems to have a 'null' value at the top of the li...0
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Export definition only exports one membership per row
Export definition only exports one membership per row0
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Make the Membership Category field customizable.
The fields offered are very narrow in scope and in turn are not useful. It would be helpful to make this a table in CRM or at least allow the field to be hidden on the data form.0
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alter the field order so that Joint Life matches Joint Annual when exporting membership cards
We'd prefer if all membership card exports matched, but we would be satisfied if the joint annual matched the joint life membership card types0
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Automatically assigning Member Cards from a BBIS Membership batch
The BBIS membership batch does not have the feature to automatically populate the member under the member and cards option in the batch. All other batches have this functionality and it would be ideal if it was included in the BBIS batches as well.0
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remove the other tasks list from a membership tile when the user doesn't have rights to any of the additional tasks
The Other tasks button will not go away on a Membership even if the user doesn't have rights to any of the tasks. This should be hidden if there are no tasks to choose from. -
Add the Note field to the Documentation section of the Constituent Membership Program Page
Membership programs use notes to document important comments and facts about the members and membership by using the Membership Note. The drawback is that the actual Note field that contains the data of most interest is not displayed on the Consti...0
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Improve Direct Debits handling for Memberships
Improve Direct Debits handling for Memberships. Regular payments can be processed ok but failures/rejections cause difficulties.0
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set membership transaction date to equal the date of the qualifying revenue transaction in Membership Contribution Process
When the membership contribution process is executed, all the memberships assigned have a transaction date that equals the Process Date. It should be the same as the qualifying revenue date, because we are "granting" the membership based on the da...0
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Cannot give two gift memberships to the same recipient in the same Membership Dues Batch
System does not allow commit when the same person is given more than one gift membership (and/or Adopt-a-something) in the same batch. Error message is "You cannot enter the same membership transaction in a batch more than once."1 Will not implement