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add additional fields in query for declined recognition programs
Currently the only field we have in a constituent query for Recognition\Declined Recognition Levels\ is name. There isn't a field for the reason or the levels that go declined. It would be useful to have more functionality in the query view for ha...3 Already exists
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Allow posted deposits to be unposted and unlocked
My organization has posted a deposit before we intended to do so (we wanted to add some additional payments to it). We would like to request the ability to unpost deposits so that we can unlock them and make more changes before reposting.0 Reviewed: Voting Open
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Inactivate constituents in bulk
We want to inactivate constituents in bulk, eg. when we have constituents that have not been active on the file for a specific amount of years, we would like to inactivate those.1 Reviewed: Voting Open
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Designation does not display for event registration's non charitable component
BBEC Users can differentiate between the charitable and non charitable components of an event registration fee. However, some users have experienced the designation (though assigned) not displaying for the non charitable component of an event regi... -
Allow for matching gift claims and donor challenge claims to be posted to the GL
Please allow for matching gift claims and donor challenge claims to be posted to the GL. This would resolve two issues we have: counting claims as receivables and point in time reporting on transaction changes. Though we are unique in booking thes...1 Reviewed: Voting Open
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Add recognition credit filters to recognition credit smartfields
We need parameters in the recognition credit smartfields to select which recognition credit types we calculate on. The parameters could either use the RC reporting filters, or the actual RC types. I saw notes in a previous "idea" that this functio...0
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show Matching Gift claim balance and Matching Gift claim status on the Matching Gift tab of payments that have Matching Gifts
The datalist on the MG tab of a payment doesn’t give you enough information to really understand what is going on. It is missing Matching Gift Claim Balance and Status.0
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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