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when business ownership exceeds 100% in Wealth and Ratings, create popup so that user knows
On a constituent's record, on their Wealth and Ratings page, under Business Ownership, the system allows for the percentages sum to larger than 100%. We would like a popup/notification if the sum is above 100% so that user can know to manually edit.0
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Incorporate RE functionality -- one step process to credit spouse for all giving (Constituent> Soft credit for Spouse's gifts)
Incorporate 1 step functionality that existed in RE into CRM, to create recognition credits for Spousal Giving. We frequently identify spouses after initial entry when gifts have already been entered Raiser's Edge functionality to credit spouse f...0 Reviewed: Voting Open
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In Add Purpose/Designation add ability to only pull 2 levels (or option to pick how many) of the hierarchy
In v3.0 when you add a purpose/designation, we need the ability to limit the hierarchy levels that are displayed. We currently create ours from the first 2 levels of the hierarchy and if a user chooses the 3rd level to create - it will create a 4t...0
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allow multiple project codes attached to one designation
We need the ability to assign multiple project codes to one designation. Example would be we hold an annual Southern California Beach Party(that would be the designation name) and one year it is in LA - so the project code = LA Beach Party, the ne... -
Prospect Plans Tab, Identify which plans are Historical
When Including Historical Prospect Plans on the Prospect Plans tab, you cannot easily tell which plans are historical. Please add a column indicating which plans are historical. As a work-around, we are currently adding the word 'Historical' to th...0 Reviewed: Voting Open
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add a 'narrative' field to the 'add a major giving prospect' form
When adding a new plan to a major giving prospect there is the ability to add a free text description in a 'narrative' field on the form. However, when using the 'add a major giving prospect' form on the Prospect page the narrative field is unavai... -
allow payment method of Stock/Property on membership dues
UGA is testing the eCRM membership module (CRM 3.0 sp7) and the definition of table BATCHMEMBERSHIPDUES limits the payment method to Cash, Check, Credit Card, Debit Card, and Other.0
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allow payments to be applied to memberships in Revenue Batches
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Matching gifts on membership payments
Need the ability to associate matching gifts with membership revenue. -
Split a Membership
We need the ability to split a membership. For example, If two constitutes divorce and they have a joint/family membership once they divorce they should each have a single membership. We don’t take away membership if someone passes away or divorce...0