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Add deposit number field to batch
It would be helpful to have a field for deposit number. This could eliminate the need for custom reporting and would allow use of the reference fields for notes.0
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Default payment settings from commitments
When a payment is made on a commitment (whether in batch or not), the payment’s recognition credits, payment method, campaigns and tributes should be defaulted from the commitment. -
Mark benefits inactive in the benefit catalog
Need the ability to mark benefits inactive in the catalog when they are no longer needed so they don't appear in the list for gift processors.2 Reviewed: Voting Open
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Unable to import revenue into enhanced revenue batch without some required fields
Users would like to import BBEC revenue into the Enhanced Revenue Batch without having to populate all required fields, specifically Designations. Occassionally, the representative doing the imports does not have all of the necessary information a...0 Reviewed: Voting Open
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Allow additional one off payments to be associated to a Sponsorship opportunity
A sponsor may wish to provide an additional payment to their sponsored child for special events such as their birthday or for Christmas. This would be on top of their monthly commitment. In CRM 3.0 we can associate an additional recurring gift wi...0 Reviewed: Voting Open
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Develop import for Communications
An import for Communications would be really helpful. We often manipulate mail lists outside of CRM so much that the Correspondence function does not work for us.1
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We would like to be able to use an existing constituent as a seed in a Marketing Effort
We would like to be able to use an existing constituent as a seed in a Marketing Effort, and have that seed appear in multiple segments in an effort.0
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Have the ability to use Event Location as Event Lodging
Many times the Event Location is the same as the Event Lodging. We would like the ability to use the Event Location as a selection for the lodging instead of typing it in twice.0
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link interaction to opportunity
We would like to be able to link interaction to opportunity0
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Add ability to link from an Interaction to an Interactions participant/s
Currently the participants of an Interaction are just a list of names with no way of moving to that record. A suggestion would be to add a hyperlink to the participants records from the ViewDataForm. An example of where this is problematic would b...0 Reviewed: Voting Open