-
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
-
allow multiple stock details on the payment information tab of the revenue record
I need the ability to add multiple stock details on the payment information tab - Symbol, Issuer, Number of units, Price per share - for one revenue record. For example, a donor makes one gift or the broker sends one transaction that is compiled o...0
-
Revenue UI web batching usability in 2.94
UI Web revenue batching in 2.94 usability does not seem to be a high priority. There many items that should have been discussed before design, if a discovery session had been available it would have been helpful for your design. Some items are: 1... -
Need probate status for all vehicles
Currently the only vehicles that support a probate status are: Bequest, Retirement plan assets, and Other. This should also be available for charitable remainder unitrust, charitable remainder annuity trust, testamentary charitable trust, and pote... -
create an "opportunity template" so similarly structured gifts can be easily added to different prospect plans.
prospects for special giving programs and campaigns are often presented with funding opportunities that are uniform across the special campaign. It would save a great deal of time if a bank of standard giving Opportunities could be used to add a p...0