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Make it so you can edit the revenue category while you are editing the gift and it doesn’t get overwritten by whatever is on the pledge.
When linking a gift to a pledge, the revenue category on the the gift is overwritten by what is on the pledge. Would like to to make it so you can edit the revenue category while you are editing the gift and it doesn’t get overwritten by whatever ...2 Reviewed: Need Further Info
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allow for mass entry of stewardship plans
No description provided1 Reviewed: Need Further Info
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Add Recurring Gift Activity Query to Revenue node
To allow add fields like Activity in ad-hoc query it's required to add this query view.4 Reviewed: Need Further Info
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allow constituents to pay for auction purchases using a gift-in-kind payment method
Currently you cannot tie a gift in kind with an auction purchase. You generate the following error: The chosen payment method cannot be applied to an auction item purchase. The acceptable payment methods are Cash, Check, or Credit Card. The sugge...0 Reviewed: Need Further Info
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Add Recurring Gift Total Paid field to the revenue query view
In an ad-hoc revenue query in CRM, I would like to include the total amount paid on a recurring gift (Total Paid field which is displayed on the transaction), however it is not available in query builder.1 Reviewed: Need Further Info
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Export feature does not export fields containing multiple values in batch
Go to a constituent record and add 2 addresses Go to a constituent update batch In the addresses field notice both addresses show when clicking in it Select Export Open the file and notice the word "addresses" shows and not the actual data.4 Reviewed: Need Further Info
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Marketing Effort Finder Number - Post Activation - Fix
After activation there are times when changes to marketing effort are needed. The REMOVE MEMBERS feature is AWESOME! A ADD MEMBERS feature would be even better. 1. Sometimes people get the mail that were not in the original file2. Sometimes there ...0 Reviewed: Need Further Info
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Mask Account Number on constituent bank accounts
Similar to PCI compliance for credit cards, mask the bank account number on the Accounts form to show only the last 4 digits2 Reviewed: Need Further Info
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provide the ability to globally replace fundraising team members with user defined roles.
No description provided1 Reviewed: Need Further Info
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Allow fundraiser who have been end dated to not receive warnings for overdue plan steps My Fundraiser Page
This is useful because fundraiser who has been end dated on a plan step should not receive any warning on their My Fundraiser Page for the overdue step since they are not part of the plan anymore.1 Reviewed: Need Further Info