NEW FEATURE REQUEST

Transactions

Showing 63

Discount codes for membership sign ups

Offer potential members a discount code to get reduce the cost of their membership.
over 1 year ago in Online Fundraising / Transactions 0 Not Prioritized

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...
about 1 year ago in Transactions 1 Not Prioritized

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...
about 1 year ago in Transactions 0 Not Prioritized

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...
over 1 year ago in Transactions 0 Not Prioritized

Ability to update the non-deductible amount on a membership level once it's in use

Ability to update the non-deductible amount on a membership level once it's in use
about 1 year ago in Custom Data / Transactions 0 Not Prioritized

Update or delete a written off pledge

Update or delete a written off pledge without using the bulk update/delete features.
about 1 year ago in Transactions 0 Not Prioritized

Detach a payment from a schedule

Detach a payment from a schedule (pledge, recurring donation, or membership) so that it can be treated as a one-off donation or linked to a different schedule.
about 1 year ago in Transactions 0 Not Prioritized

Accept $0 membership sign-ups online

Is it possible to create a membership program with the level amounts set to zero? We are offering free membership to a few counties in KY but the transaction will not process on the online form unless the amount is greater than zero.
about 1 year ago in Online Fundraising / Transactions 0 Not Prioritized

See information about open recurring schedules in constituent header or summary

ease of quickly identifying how many reoccurring donations a donor has (some donors have two or more concurrently, which gets confusing)
over 2 years ago in Summary & Header / Transactions 1 Under Consideration

Create a Task from the Acknowledgement Section of a Transaction

If we could create a task from the acknowledgment section of a transaction then we could assign volunteers to thank the donor for specific donations and that interaction would be recorded with the donation. Right now this process is much more invo...
about 3 years ago in Task Management / Transactions 0 Not Prioritized