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Add a summary of future recurring gift details to BBPS checkout screen
While the BBPS checkout screen will give a gift summary (description/amount) for an immediate payment, there is no such summary of recurring payment details when there is a future start date. It is unusual and upsetting to some users to not have t...0 Reviewed: Voting Open
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The Overdue Asks for an opportunity should be based on the expected ask date.
Currently Overdue Asks for a prospect are based on the opportunity ask date. From a workflow standpoint it would make more sense to have Overdue Asks based on the expected ask date.0
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Free text option available in events
Under the preferences that we use for collect as an example food restrictions you are not able to add a freetext option. and you cannot select multiple restrictions. As many people have a lot of allergies and different food restrictions we would n...0 Reviewed: Voting Open
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Add ability for sponsors to change their recurring gift from check to credit card
Currently when a sponsor is reviewing their sponsorships, if they have credit card selected as a payment method they can update their card. If they have any other method they cannot change it to credit card0 Reviewed: Voting Open
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Add 4-weekly payment option to the Revenue Query Node in the Data Warehouse
The Data Warehouse Revenue Query Node does not have RG Frequency = Every 4 weeks as an option. Please add this.0 Reviewed: Voting Open
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"Add multiple" feature for adding event registrants in bulk
Similar to invitees, allow the ability to add multiple registrants at a time from a Selection (provided all those being registered in bulk have the same registration option and are only registering for themselves). This would allow end users to mo...0 Reviewed: Voting Open
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Update the membership card process to generate an output file where the fields can be customized
The current output from the membership cards process produces an output file with a standard set of fields. We would want to be able to customize our own set of fields. These are the standard fields that it generates now and we want to be able to ...0
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Allow Alternate Lookup ID's to be provided on the URL to load a constituent record
When dealing with ID's known outside the system (Phone Numbers, Supporter Visible ID's, email (?) it would be critical to be load the constituent in context from those other entry points. This is particularly useful for call centres with inbound n...0
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allow benefits to be added when adding a recurring gift
Currently to add benefits to a recurring gift you need to add the gift and then navigate to the benefits tab. This should be surfaced on the add form like it is for other gift types.0
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allow benefits on recurring gifts to carry through to recurring gift payments.
Currently if you have a recurring gift with a benefit the benefit doesn't carry forward to the payment. This should work the same as it does for pledges - it should carry the benefit forward.