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Have the ability to re-receipt via global change or process
This would be useful as if a receipt list process fails or leaves any records off this would allow you to ensure that the constituents receive a receipt.4 Reviewed: Voting Open
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Benefit calculations on Events
When a partial payment is made on an event registration and then paying it off, the benefit is not carrying over to the benefits tab thus affecting the General Ledger distribution. When full payment is made, the benefit is added.
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Reviewed: Voting Open
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Ability to configure which revenue fields create posting or adjusting transactions
Currently, changes to a number of revenue transaction fields cause adjusting transactions that are not relevant to our posting process. Apparently, there are other organizations that use these fields for generating posting or adjusting transaction...2
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Modify Permanent vs. Provisional Credit Card Decline Codes for Recurring/Monthly Payments In BBCRM
Currently there are two credit card decline codes (part of Blackbaud Merchant Services) in Blackbaud CRM marked as "permanent" decline codes. We actually have a lot of success when we retry these payments (basically we do not receive the decline c...0 Reviewed: Voting Open
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Would Like to be Able to Create Dynamic Lists Using Data Warehouse Data
We would like to be able to create dynamic lists using data from the data warehouse. Presently, we have to create lists using data from both the CRM data and the data warehouse causing us to only be able to create static lists for many of our even...1 Reviewed: Voting Open
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add the ability to query on the date of a recurring gift adjustment in a revenue query
It is possible to get to the date via the Recurring Gift Revenue Function History section with query but there is no way within that section to output the activity type (that you see on a record) so it is impossible to match up which date goes wit...0 Reviewed: Voting Open
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Add the ability to link an opportunity directly to a planned gift record (not the payments).
In CRM 4.0 SP10 a feature was added that allows payments on a planned gift to be linked to opportunities. For tracking purposes, it would be helpful to be able to link opportunities to the planned gift record itself as payments may not be realized...1
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be able to put parts of dates in query, eg month
I'd love to be able to export things eg totalled by month, so rather than putting the full date of a payment in, be able to choose the dates format, maybe day, week, month, year?1 Reviewed: Voting Open
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Changing a Sponsorship Location's designation should update the recurring gifts to for all active, existing sponsorship from that location to the new designation
Currently, if a Sponsorship Location's designation is changed, the existing active sponsorship recurring gifts all have the old designation and new sponsorships from that location have the new designation. My organization would like it if changing...0 Reviewed: Voting Open
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Allow split designations to be changed through a generate Revenue Update Batch
This would be useful because if a batch has several gifts with split designations you will have to manually edit the designations instead of letting the batch automatically update the designations.