Add the ability to enter a recurring gift commitment and recurring gift payment in the same Enhanced Revenue Batch.

When donors submit recurring gift commitments through a BBIS donation form, they do have the option to simultaneously submit the commitment and make the first payment. Both payments are downloaded to the same batch, before being committed to the CRM database. When working in CRM, there isn’t an option to add a recurring gift commitment and the first payment towards that commitment in the same ERB. It would save time and streamline the data entry process if CRM users were able to enter both a new commitment and the first payment toward the commitment in the same batch.
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  • Jun 29 2015
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