Transactions
Sort by:
Trending
Status:
Coming Soon
Showing 63
1
VOTE
1
VOTE
Retain data entered under New Donation when click Actions > Split Payment
When entering a split payment, I often start entering the date, amount and fund before realizing that it is a split payment. When clicking Actions > Split Payment, previously entered information is cleared. It would be helpful to retain the dat...
0
Not Prioritized
1
VOTE
1
VOTE
1
VOTE
Ability to add more than one soft credit per constituent per transaction
Currently the soft credit feature is limited, allowing me to credit John Smith with only one soft credit per transaction. Issues arise when we get quarterly payments from funding partners (e.g. United Way) but John Smith has given monthly, therefo...
0
Not Prioritized
1
VOTE
1
VOTE
Add "Note" field to split payment
When entering a split payment, include a "Note" field under the payment tab. Notes are available under the individual donations, but not under the "Payment" tab. Would be helpful to be able to add internal notes about payment methods/overall donat...
0
Not Prioritized
0
VOTE
Set up non-deductible amounts for each installment when creating a pledge schedule
Set up non-deductible amounts for each installment when creating a pledge schedule so that when the payment is created (manually or by auto-processing) the non-deductible amount can be filled in automatically. This could help: Alert someone who is...
0
Not Prioritized
0
VOTE
0
VOTE