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Add the ability to carry contact reports through multiple plans to follow the life cycle of a gift
Say I open a qualification plan on Jane Donor. I meet with Jane and record my contact reports in the plan. I discern she is a major gift level donor so I close the qual plan and open a major giving plan. The gift comes in and revenue hits the syst...0 Reviewed: Voting Open
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Allow revenue to be attached to a campaign even when the campaign is created after the revnue transaction is entered
Currently the system requires the campaign record to be created before a revenue record can be associated. Because designations are the :plumbng: that associates the revenue transaction by dates, we believe the campaign should find revenue even if...1
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No validation in place to ensure that the credit card has been processed through BBMS before committing the batch
Add Validation in place to ensure that the credit card has been processed through BBMS before committing the batch. Since there is currently no requirement to have BBMS along with CRM there was no justification in requiring validation for this. Im...1 Already exists
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Credit Card Rejection Handling for one-off gifts
Credit Card Rejections for one-time donations need to be stored somewhere in CRM so we can produce letters to send to the donor. Ideally - this should store an interaction, with a category of credit card rejection, as a trigger to take further st...2
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Add more deadline options to Grant Programs
We would like to see more deadline options (that would not be required fields) so that we could associate an LI Deadline, Application Deadline or Application Opening with the grant program.0
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Improve Marketing Effort functionality in regard to mailing to Households
We currently inactivate households where there is only one active member (suggested by our conversion team). Because of this, we cannot mail to "qualifying households" via a Marketing Effort because active members of inactive households would neve...0
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Show event invitations (either mailings or email) on CRM Planning Calendar
Mass communication efforts can be immediately on top of one another without any indication of the volume of messages going out from the organization because ALL communications aren't tracked on the central Planning Calendar. This very useful centr...0 Reviewed: Voting Open
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There is currently no easy way to know if you are splitting up a group when completing table assignments; would like to receive a pop-up not
There needs to be a way to know if you are splitting up a group when completing table assignments. One idea is to display a pop-up notification when a group is about to be split up.0
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Allow users to post event registration committments like a pledge
Currently we cannot post events registration committments. Users would like this feature to function like a pledge.0 Will not implement
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Owner field does not auto-populate for Write a Letter Interaction
When the Constituent "Write a Letter" feature is used no Owner data is populated on the auto-created assocaited Interaction0