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Add the ability to edit campaigns on a pledge in batch
The users would like to be able to edit Campaigns on Pledges in batch. This can be done if you enter a pledge and use the Split designations option. But what they want is to enter a payment, select Apply, add a pledge from the resultant screen, an...0
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Appeal Tab of Constituent Record - Add "Total Given" (occurs in RE)
On the constituents appeal tab, there is a list of appeals a constituent has received. in RE, there is a column to the right to indicate the amount given, to that specific appeal. This is not present in CRM. Currently, there is no easy way to see ...0
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Need Tribute to carry over to the Claim/Match
Please add Tribute to a matching gift claim and have the Tribute information carry over from the matching gift to the claim and to the company match. Currently, Tribute only appears on the gift (from the person) and it does not carry over to the c...0
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Allow/add transaction type of donation refund
No description provided0
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The source code is cleared out of the batch row if the lookup ID is changed.
In an Enhanced Revenue batch, if a gift is entered by using a Finder Number then the Lookup ID is changed (for example, if the donor tied to the Finder Number is deceased and the gift is from the surviving spouse) the Source Code field is cleared ...0
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Increase the search capabilities on list builder data lists
Currently, the search option within a list builder type of data list only works for string/text fields. We would like to see the search expanded to include date/money/numerical fields. We are unable to search by Marketing Effort ID in the list bui...0
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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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Allow the option in Manage Life Changes to have both gender-specific and gender-neutral relationships to create from marriage.
When in the Manage Life Changes configuration, we can add relationships to create for marriages. However, if we add a gender-specific parent/child relationship (e.g. father/daughter or mother/son), we cannot additionally add a gender-neutral relat... -
List Builder - Delete Option - Prompt before delete
Prompt the user to confirm he/she wants to delete the list... especially since the users have the ability to other users' lists -
Revenue History Tab - Specific Date Range filter suggestion
Allow the user to TAB from the start date to the end date field, after the user chooses the "specific date range" option to filter the Revenue History Tab in 4.0 by a specific date range