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Recent
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9
Vote
allow payment method of Stock/Property on membership dues
UGA is testing the eCRM membership module (CRM 3.0 sp7) and the definition of table BATCHMEMBERSHIPDUES limits the payment method to Cash, Check, Credit Card, Debit Card, and Other.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
11
Vote
allow member searches using constituent IDs
When you are searching for constituents in the Membership program, you can use the Membership ID or their first and last name, but not their constituent ID, which is how our Records folks search most often.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships / Search
0
4
Vote
Allow Membership Updates in Batch
We need to be able to do Membership Updates in batch. Doing these adjustments as “one-offs” is not acceptable; they need to be a batch.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
5
Vote
Add Deceased indicator to the constituent window when processing membership renewals in a batch
When renewing memberships, we always add the spouse to the membership if there is a living spouse who is not already on the membership. When processing a renewal in batch, the constituent window at the bottom of the screen contains a 'Marital Stat...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
4
Vote
Add marital status to Membership Dues batch
In previous versions membership was processed through the Enhanced Revenue Batch. This showed in the Constituent Information at the bottom of the batch. This does not exist in the membership dues batch.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
9
Vote
Split a Membership
We need the ability to split a membership. For example, If two constitutes divorce and they have a joint/family membership once they divorce they should each have a single membership. We don’t take away membership if someone passes away or divorce...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
9
Vote
Matching gifts on membership payments
Need the ability to associate matching gifts with membership revenue.
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Matching Gift / Memberships / Revenue
0
12
Vote
Need the ability to limit entry into a Membership program
Organizations may have membership programs that have been 'retired' for all intents and purposes. However, they still have members paying into those programs. For example, an org has a lifetime membership program with a 10 year grace period for be...
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Memberships
0
16
Vote
add secondary sort to the membership page to arrange memberships of like status chronologically
add secondary sort to the membership page to arrange memberships of like status chronologically
Created 29 Jun 13:22 by Lisa Carter
Blackbaud CRM / Memberships
0
15
Vote
Ability to add the members and cards fields to the membership dues batch in the main grid
Currently you have to click a seperate tab to add members and cards. Very inconvenient. Should be able to add the related fields to the template to have a more streamlined data entry for batch
Created 29 Jun 13:22 by Lisa Carter
Blackbaud CRM / Memberships
0
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