-
Change Constituent Name on Payment
Allow users to "change constituent name on payment" without adjusting the revenue transaction. Currently, changing the constituent name generates an entry in the GL post process download file, which is not correct if the CRM product is used as a s...0
-
Add the "GL Post Process #" to the Post to GL Post File
On the History Tab of the GL Post Process, it would be helpful to have a column that shows the GL Post Process. (gl-10000125). Currently the only way to find the correct "post file" is to open each Post Detail Report until the corrrect GL post pro...0
-
Add Actual Bank Deposit Amount Field
The current assumption is that the actual, physical bank deposit always equals the deposit on the deposit record. In our environment, there are cases where multiple deposit records add up to the physical deposit in the bank. We need to capture the...0 Reviewed: Voting Open
-
Cancelling (Terminating) a regular gift does not automatically generate a BACS cancellation line
When you Terminate (Cancel) a Regular Gift I expect the Send instruction checkbox to be ticked and Instruction Type to be set to Cancel. This is not happening. This is standard Raisers Edge functionality.0
-
Unable to pay pledge installments with one payment when the payment covers 2 pledges that are in different account systems.
If a constituent sends in 1 check to cover payments for multiple pledges, there is no way to enter this in batch when the pledges are under different account systems.0 Will not implement
-
Recognition Credit Defaults on Matching Gifts
The configuration on how recognition credits are assigned for both claims and payments on claims are not open enough for all schools -- these should be configurable like other transactions within the system1
-
Add "MG Form Received" flag
It is important to know whether a Matching Gift Form has been included with a donor's gift. To enable us to track this, it would be helpful to have a checkbox on the Add Matching Gift Claim form accessible from within batch entry as well as for a ...0
-
Recognition History tab recognition date for matching gift claims is revenue date
The recognition date on Recognition History tab is reall the revenue date for the matching gift cliams instead of their recognition date.0
-
Allow tributes to be assigned to designations
It would be helpful to be able to assign a tribute to a designation and have that tribute provided as a default for gifts to that designation (with the ability to override or remove the tribute for a specific gift).4 Reviewed: Voting Open
-
Remove designation recognition for a new Naming Opportunity
Naming opportunities (like for a building) do not always have a fund or designation pre-identified. For small naming opportunities (rooms, equipment) there are also no pre-identified designations. CRM requires a designation for every new Naming Op...0