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Allow Tribute text to match when committing batch
Allow Tribute text to match when committing batch in Click Once. In CRM Click Once, the Tribute Text field acts as the "unique identifier" so if you have multiple tributes that say "In Honor Of", it won't allow you to process the batch, even if t...0
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Unable to add all planned gift records as revenue transactions
In order to have recognition credit for planned gifts we need to make these revenue transactions. However, in 2.5 they changed the so that you do not get the 'Add as revenue' link unless certain information is filled in for specific vehicle types....0
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add a flag to indicate a “Conditional” pledge in BBCRM
Customer request0
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Add ability to default the Receipt Amount to the Installment Amount when entering Irregular Pledge Installments
For ease of entering irregular pledge installments, the Receipt Amount should default from the Installment Amount. If the Receipt Amount needs to be changed, it will still be allowed when editing the installment grid. Our business practice is to d...0
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matching gift claim recognition credit for non revenue
Matching gift claim recognition credit for non revenue does not work correctly. In order to have matching gift claim without an original individ revenue record, you have to assign $.01 of revenue to person and if you put recognition on the individ... -
BBEC: Unable to roll back paperless mandate instruction flag
Due to this risk BHF need the ability to regenerate the file following correction in BBEC. The main reason we need it is because if there is an error in the file it won’t go through Paybase. It is better to correct the error on the record on BBEC ...0
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Need to be able to process credit card charges through Payment 2.0
Payment 2.0 does not allow payments to be processed from organizations. Also, we need to be able to change transactions from within BBIS to allow for processing of benefits, recurring gift updates (for credit card information), and ting new credit...0
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Make the Benifit description field larger
the benifit description filed is not large enough for our art museum membership benifit descriptions0
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Add Constituent Security Group field to enhanced revenue batch template.
Constituent Security Groups (CSG) identify constituents as 'belonging' to USA, Canada, etc. Global changes are available to assign constituents to applicable CSG. And the constituent will inherit the CSG of the user that adds the constituent. But ...0 Reviewed: Voting Open
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Allow a sponsor to log in and make a payment on a shared sponsorship online
No description provided
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Will not implement