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Allow calculation of receipt amount including only charitable portion of a transaction
If a transaction has both charitable and non-charitable applications, allow the receipt amount to be calculated by subtracting both the non-charitable amount and the benefit amount. This allows for the receipt amount to reflect only the charitable...
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Reviewed: Voting Open
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Tokenize or hide portion of bank information for ACH Direct Debit transactions
Currently, when adding bank information to ACH Direct debit transactions, the bank information remains visible. Having access to routing and account information opens up security risk for our donors. Part of this information should be hidden, as c...0 Reviewed: Voting Open
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Implement barcode/QR code generation in the event registration acknowledgement email
To be able to quickly collect information of registrants attending at the event, we want to be able to issue the event registration acknowledgement email with a barcode or QR code. Registrants would bring along their registrant email printed or di...1 Reviewed: Voting Open
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Make links in constituent search window able to open in new tab
When doing a standard constituent search and you get multiple possible matches, you can only open a constituent and then the search window is closed and you need to do another search if you didn't get the right constituent. allowing the use to rig...1 Will not implement
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Enable Offline Contact Form Entry for Fund Raiser On the Go
Use local storage to cache the Fund Raiser portfolio, then permit completion of Contact Report entries while offline. Reports could sync to the database when a connection is restored.0
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Add copy functionality to all sections under Wealth Details
We would like to have a copy functionalty on all sections of Wealth Deatils so that relevant information can be copied into a new line and edited for new use.This would especially be helpful for parcels of land entries.0
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provide the ability to query on recurring gift installments.
• What Plan would like to achieve in a revenue adjustment queries is to be able to filter and output on the recurring gift instalment amount that the payment is associated to. This would mitigate the situation where donor has an adjustment on a pa...0 Reviewed: Voting Open
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Recognition programs should allow for criteria based on consecutive years of giving.
Recognition programs should allow for criteria based on consecutive years of giving. The years should be able to be based on a calendar or fiscal year.1 Reviewed: Voting Open
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allow concurrent credit card processing runs
Posting for a few clients, please vote and comment... Allow organizations to run the Credit Card Processing Process on multiple batches in parallel, so that if the credit card gateway is taking a long time processing a particular batch users can ...
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Reviewed: Voting Open
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Remove "Associated Revenue" from Opportunity Records
Allow users to delete/remove/unassociated "existing revenue" that is associated to an opportunity. When the incorrect revenue is associated the entire opportunity has to be deleted and then re-entered.3 Reviewed: Voting Open