-
Fix GL distributions generated when Reconcile Matching Gift functionality is used to link payments to claims
The current Reconcile Matching Gift functionality modifies the original GL distribution by reducing the debit and credit amounts to the amount that is not applied to claims. This is incorrect from a GL standpoint and this functionality should be c...0 Reviewed: Voting Open
-
Add a campaign field to designation ad-hoc queries
My organization would like the campaign node added to Designation ad-hoc queries in an effort to find designations that aren't linked to a campaign. As the designation field is available in a Campaign query, it would similarly make sense to add th...3 Reviewed: Voting Open
-
Allow ability to exclude Inactive records from matching in Batch Entry
We do not want new records imported into CRM matching with our Inactive Records. Please allow a setting to disallow constituent matching and especially auto-matching to inactive records. Thanks!0 Reviewed: Voting Open
-
Add Memberships to the Deceasing Options page when marking a constituent deceased
Memberships may include spouse or other household members. When the primary member is marked deceased, it causes downstream issues with Membership Renewal Efforts since they only consider the deceased state of the primary member during exclusion c...1 Reviewed: Voting Open
-
Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record
Please add a live link from the Purpose > Stewardship tab > Stewardship Recipient to the constituent record. That way you could click right through to the constituent record to get more information about the Stewardship Recipient. Currently ...2 Reviewed: Voting Open
-
Stewardship - Generate step update batch pending to completed
It'll be useful to include 'pending' to 'completed' field update within the Manage Stewardship Plan - Step Update Batch Process. Alternatively, a Global Change process can be used.0 Reviewed: Voting Open
-
Update the gender per Title Code Defaults when editing an existing constituent's title
To clarify, please follow these steps: 1. Select add an individual from the constituent functional area2. Enter a last name and click save3. Select the personal info tab and click edit4. Title = Mr. Note the gender switches to male5. Title = Mrs. ...0 Reviewed: Voting Open
-
align the recurring gift status edits to the sponsorship recurring gifts
It would be great to align the functionalities which are available on the recurring gift with sponsorship recurring gift and vice versa. In particular, version 4 has some great new functionalities with the status edits on recurring gifts and captu...0 Reviewed: Voting Open
-
Store the highest ranking (lowest sequence) constituency, as well as the vseconstituency, on each transaction row.
Most universities have to (or want to) report on giving by primary constituency and VSE "bucket". Because these values are not stamped on the transactions, we have to write code to determine what the primary constituency or vse constituency was fo...0
-
Enhanced Revenue Batch - Allow ability to attach files while creating batch
It would streamline gift entry to be able to attach imaged gift documentation to a batch. If the gift documentation cannot be attached (as an attachment or media link) in the context of the batch, a gift processor must open up each gift and add th...0 Reviewed: Voting Open