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Globally mark records inactive
No description provided0
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change the solicit code filter back to a drop down in query
In 2.5, the solicit code filter in query existed as a drop down, allowing for efficient and user-proof querying because it did not rely on manual entry of the solicit code name to filter off of. Unfortunately, this functionality has been changed i...0
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allow users to edit a posted membership payment
Currently there is no way to take a posted payment and then apply it to a membership installment. The only way to do this is to delete and reenter the payment.0 Reviewed: Voting Open
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allow users to get wealthpoint updates for group as consultant without granting full administrator rights
Currently users must have full admin rights to get wealthpoint updates for group as consultant. We would like to be able to assign this in a security group so that consultants don't need full admin rights. -
Add start time and end time to the volunteer timesheet
It would be a good idea to add the start time and end time when completing the volunteer timesheet.0
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Extend the date range for the Projected Income report beyond the current fiscal or calendar year to accomodate multi-year gifts.
The current Projected Income report only shows the current fiscal or calendar year. This makes it difficult for leaders to do effective strategic planning and budgeting. I suggest the user be offered an option to indicate how many years he/she wis...0 Reviewed: Voting Open
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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
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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
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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
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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