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3
VOTE
3
VOTE
Track intended payment method on schedules (pledges, recurring, membership) rather than just autoprocessing method
Currently when you create a schedule the Method field indicates whether you want the system to automatically process the payments. The options are none, EFT, and Credit Card. If you select EFT or Credit Card you are required to input the payment d...
0
Not Prioritized
4
VOTE
Show transaction number in donation entry
My bookkeeper requires a transaction number or order number when entering transactions. Currently I have to pull a transaction number by creating a transaction report and then filtering for Method, then cash and check. It would be great to just se...
0
Not Prioritized
7
VOTE
2
VOTE
Create a new constituent from soft credit screen
When adding a transaction to the timeline that includes a soft credit, when you search for the soft credit constituent, if they are not found, it would be so much easier to be able to add a new one from that screen. Right now we have to save the t...
0
Not Prioritized
2
VOTE
2
VOTE
2
VOTE
2
VOTE
More efficient way to apply the same soft credit to all splits in a split payment
Currently, you can soft credit different constituents for each split in a split payment. If all the splits need to be credited to the same constituent, this can be tedious and require double checking to make sure you didn't miss any splits. Having...
0
Not Prioritized
2
VOTE