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Allow for the checking of duplicate bank institutions in batch
When direct debits come through batch, it would be better for data processing that bank institutions can be checked for duplicates & the details provided are accurate/have the correct format.0 Reviewed: Voting Open
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Allow a search and select of campaigns in enhanced revenue batch
We often have a need to change the campaign(s) on a revenue record due to dates etc. Currently there is now way to do this in revenue batch entry.0
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The tribute type field should show up in batch after clicking on the tribute area
In batch we would like to see the tribute type filed show up in batch after clicking on the tribute area0
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allow users to increase the number of rows that display in a batch
We would like to be able to change the settings so that more transactions show per page while you are viewing a batch.0
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add a commitment search field added to the enhanced revenue batches.
We would like to be able to open a revenue batch and have a revenue search field. This would search on the revenue ID. When the revenue is found, and selected the batch would populate the constituent name and commitment. Then the payment is applie... -
Enhanced Revenue Batch - Designation Search V3
The designation search in Enhanced Revenue Batch populates the wrong field in the search box when you enter a designation that cannot be found. For example we have a lot of designations in the form 4-#C2156 to select this automatically in a batch ...0
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update the batch number on a revenue record when using a Revenue Update Batch to adjust the transaction
Currently when transaction is added via a batch the system stores and displays the batch number on the transaction page. If a user adjusts the transaction using a Revenue Update Batch (RUB) the batch number is not updated. We would like the system... -
Permit interaction import to Group (Committee) records with participants
We need to be able to import interactions to group/committee records and include one or more participants on those interactions. Within the same import, we anticipate multiple interactions being uploaded to the same committee record with a differe...1 Reviewed: Voting Open
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Add a "Batch Exception" field to the Luminate Online Sync Process data list.
This would assist in reviewing outstanding exceptions for Luminate Sync Constituent Batches in one list instead of having to open each batch individually to see the exception message.1
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Change the way batch descriptions are stored so they consistently show up in query view
My organization uses revenue queries that output batch descriptions and we noticed that some batch templates show as having a blank description in CRM query view. BBIS Event Registration Transaction batches for example do not display a description...0