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Future year recognition program support
We have donors who receive future years of recognition credit for some gifts. We want these future years of recognition credit to qualify them for recognition programs for future years. The problem is if you setup future year recognition programs,...0 Reviewed: Voting Open
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Pledges are not easily seen as fulfilled or not, because the payments are not listed below the pledge
Pledges are not as easily seen as fulfilled or not, because the payments are not listed below the pledge. Maybe a brief paid outstanding summary underneath each pledge could be added.0
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Revenue payments default to the same pay method as the pledge
We have a situation with our CampusCall batches that when a payment is made on an existing pledge the pay method always defaults to cash, I think it would make more sense if the pay method defaulted to whatever the pledge pay method was.0
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Finding Matching Gift Companies
There is no easy way to find all Matching Gift Companies and drill into the company’s paid and unpaid matching gift claims. It would be helpful to have a search and detail screen – way to indicate matching and then search from all areas – also the...0
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Ability to edit stock sale amount in batch
The stock sale amount field can already be added to a batch, but changing the value within a batch doesn't actually do anything (after committing the batch). Our organization does most edits through batches since someone can review the batch for c...0
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UIWeb Revenue Batch Usability in 2.94
UIWeb revenue batching usability really needs to be addressed. 1) The apply commitment window pops up any time a donor is entered. We only want it to pop us if the designation entered and the constituent is the same as the commitment they have. ...0
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Improve adjustment batch performance when bringing records into adjustment batches
Bringing records into the batch is slow. -
Credit Card Process should be linked to a specific account system
We have multiple bank accounts, which are represented in CRM by multiple account systems. We would like the credit card authorisation process, to only allow batch transactions with the correct Account system to use the Credit Card linked to a spec...1
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Sponsorship program data list display
When viewing the Sponsorship program data list in the Sponsorship FA, the “Opportunities” column (as it is currently displayed) appears to display misleading information as to the number of opportunities in relation to the program. Considering tha...0
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Recognize recipients of a Sponsorship Gift
When adding a Sponsorship, users have the option of adding the Sponsorship as a Gift. However, the Recognition for the Sponsorship only goes to the person paying, and not the Gift Recipient.0