-
Allow Account System to be hidden or updated on the Add a Payment Form
We can add a new task to open the Add a Payment form, and we can set defaults for this task for example: Payment method, Appeal and Designation. We can also set the Account System by using PDACCOUNTSYSTEMID, but the display of the Account System o...0
-
Enhancement to payment method types
It would be useful to enable Payment Method/Donation Type to be held in one field instead of 3 fields (ie the two BBEC fields and one custom attribute field)0
-
Show more information against Revenue transactions
Show more meaning information such as Next installment date, gift origins (e.g. Appeal), regular gift name on the Revenue and Recognition > Revenue History tab and Constituent > Recent revenue section against the specific transaction lines. ...0
-
Filter Revenue/Recognition tab - Application
There is a filter for the type a filter for the revenue type, it would be very helpful to also be able to filter on the application. This seems to be most helpful on organizations.0
-
Cannot view Revenue Documentation Note Notes
Users without Edit permission on Revenue documentation notes need to be able to read the complete Notes. Currently, without edit permission, they can only read the first few lines.0
-
have the ability to delete distinct years for a constituent's recognition program history without having to delete it all
There is a need to delete out distinct years for a constituent's recognition program history, and the suggestion is to provide the ability to do so. Currently, you are only able to delete out the entire constituent's history for the recognition pr...2 Reviewed: Voting Open
-
Add Lookup ID to the Recognition Credit Data Lists
Lookup ID should be included in the datalists for both viewing and editing Recognition Credit. This will help to ensure that Credit has been given to the correct constituent.0
-
Update designation matching gift payment - and having the claim follow
After a matching gift payment is received, if there is no way to update the designation on a matching gift payment without first removing the application on the payment, saving it and then re-adding it back to the claim. (BU) – SMU and IOWA -- nee...0
-
Change Org website to html link on MatchFinder
On the MatchFinder update pop up window, change the Org's website address from text to an html link so that the user can go directly to the site from there.0
-
Edit Matching Gift Payment in Batch
Add the edit matching gift button in batch