Default payment settings from | Ideas for Blackbaud CRM and BBIS

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.

Guest
Jun 29 2015
Reviewed: Voting Open

Blackbaud CRM / Revenue

Attach files

Enter a subject

Guest commented

September 15, 2015 16:27

This was the #1 Recommendation from the HE-PAG Gift Processing Subcommittee in 2013.

PAG-HEGiftProce...

×
Attachments Open full size