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Allow users to import Revenue Adjustments
It doesn't appear users can import revenue adjustments/updates. It would be great if users could. There have been times where a marketing effort got messed up and a user had to go back and adjust manually 1500 records. We had the rev# for each one...0
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Batch - Add Export option to navigation pane outside of batch
On the new batch view, it would be great if EXPORT was an option outside of the batch. When the user clicks the green arrow next to the batch, export can be an option. This will allow the user to export without clicking into the batch. -
Revenue History - Show rev# in the green arrow drop-down window
One of the fields users are looking for often when they go to the Revenue History is the rev # it would be great in the new 4.0 design, if the rev# was added to the green drop-down button next to the gift that is being reviewed. Even better is if ... -
Advance membership payments
add an option to allow for Advance membership payments0
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Ability to navigate to a registrant record from the host's registrant record
On the Registrations tab of a host's registrant record, it would be really convenient to be able to click into a guest's registrant record directly. Right now we have to go back to the event's registrations tab, look for the guest, then click in.0
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Create option to summarize gift fees when posting to GL
When posting to the General Ledger and choosing to post in Summary rather than in Detail, gift fees are still posted in detail and listed out one by one. We'd like to have an option to be able to summarize gift fees too.0
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ability to test auto-match certainty
- ex: you can see if 95% would catch "Bobby/Robert" vs 85%, etc.0 Reviewed: Voting Open
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Allow stock payments to be applied across multiple pledge installments within one batch. Stock for one installment must be committed first.
Allow stock payments to be applied across multiple pledge installments within one batch. Stock for one installment must be committed first, then a second batch must be created and committed for the second pledge payment via stock.0
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add pledges\Total Paid to the revenue query view
In an ad-hoc revenue query in CRM, I would like to include the total amount paid on a pledge but I canƒ??t find such a field in the query designer. I can get the pledge amount and the balance amount but not the total amount paid.3 Already exists
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Sort Memberships by date
The Memberships data list on the Memberships tab of a Constituent record sorts memberships by status. It would be preferable to sort by date, or to at least have the option of how it sorts.0