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Re-schedule of pledge instalments to irregular bug
Pledge exists with regular instalments and some payments made. User now requests change to irregular instalments. System does not seem to allow this.0 Will not implement
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allow us to view our suggestions even with a zero vote - only votes show on my list
No description provided0 Will not implement
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BBECRM: Job Title on Personal page at odds with Occupation on Relationship link
Remove job-title on the personal info page because use occupation (and industry) on the relationsip (to organisation) link. -
BBECRM: Inactive designations still showing even when show only active Designati
In Fundraising > Designation Hierarchy, the tick box at the bottom says Only Show Active Hierarchies. When you tick this, inactive hierarchies are still displayed -
BBECRM: In Mailing processes (and others?) can the tick boxes be unticked
As default the tick boxes are ticked therefore it is easy to provess a mailing incorrectly - if the default was unticked then this error could be avoided -
BBECRM: Bug: Channel not carrying through to a Pledge batch
That batch payments for pledge will now also automatically populate the following fields: Given Anonymously, Appeal, Channel -
BBECRM: Add 'Position' to the information visible in the relationship tab
The 'Position' of a person to be added to the summary data list on the Constituent Relationship Tab. -
No site security on R68 process and reports
Created different R68 setups, each with different sites. Created and ran R68 reports logged in as different people, each associated with the correct site. When these users use the R68 process form to review their processes/reports they can see (no... -
add pledge subtype field in the drop down menu for query
No description provided -
Need ability to pull through solictors
The ability to pull through Solicitors from an Opportunity within batch