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Allow the ability to specify GL transaction mappings for pledge payments based on subtype
On the Payments tab (in GL Setup, transaction mapping) you can specify mappings for payments made to pledges. You cannot specify mappings for payments made to a pledge w/subtype A and then a different mapping for payments made to a pledge w/subtyp...2
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allow users to change the matching algorithm to deduct from the auto-matching total match score when comparing blank or null values
When using the constituent matching algorithm the system considers two blank or null values to be a match. This may be generally true, but it would be helpful to give users the ability to change how null values are weighted to ensure that records ...0 Will not implement
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Remove "Fundraiser" limitation on Organization Hierarchy
Currently, a constituent must be marked with the Fundraiser constituency to appear in the Organization Hierarchy. This limitation should be removed. Or, allow us to use the "Staff" constituency instead to build out a hierarchy including all membe...0 Reviewed: Voting Open
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Include Lookup ID in ALL views of constituent
The existing idea that was implemented in 4.0 missed the mark. When I click on a specific plan in the Prospect section or a gift in the Revenue section, and look in the detailed view, the constituent header disappears and the lookup ID disappears ...1 Reviewed: Voting Open
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Have a need to transfer a regular recurring gift to a Sponsorship. We have a number of donors who initially set up giving with us via a standard recurring gift. Once they are made aware of the sponsorship program they want to be connected with a child.
This is specific to when our donors give a recurring gift online where they fill in all of their credit card info. We don't have the sponsorship logic activated on-line. We only have the ability to accept a RG. We would like to the ability to take...0 Reviewed: Voting Open
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Make constituent tiles conditionally visible as the "view as" links were in 3.0
Specific constituent tiles should not appear if the constituent does not have that information. For instance, if the constituent is not a prospect, the prospect tile should not be visible. This type of functionality was in 3.0. If a constituent wa...0 Reviewed: Voting Open
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Add the ability to do table merges
Raiser's Edge has this capability and it is very helpful. It allows you to clean up a table quickly and move those with the value to the new value. You have the option to automatically delete the old value.2 Reviewed: Voting Open
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Add a deceased notification date
Occasionally we are notified that an individual is deceased long after the deceased date so we base our deceased report on our deceased notification date. Currently we store this as an attribute. Ideally this would be a date field available on the... -
add a transaction's original post date to the revenue query view
Currently the post date field is replaced with the adjustment post date when an adjustment is added to a transaction. There isn't a field to pull in the original post date in the revenue query. -
Distinguish between commitments and payments for batch totals
It would be helpful to distinguish between the projected totals for commitments (e.g. pledges and recurring gifts) and cash (payments) when creating or modifyin the properties for a batch. We need to be able to verify the total deposit for a batc...1 Reviewed: Voting Open