When existing constituents enter their own info on a new gift or event registration they often enter slightly different formats than exist in RE, for example, "Joe and Jane Smith" as the name - Joe Smith and Jane Smith may already exist as separat...

Once in a while, a gift is recorded as a pledge payment instead of a one-time gift. It's very simple to apply a one-time gift to a pledge, but impossible to remove a payment from a pledge to convert to a one-time gift. Currently, the payment has t...

We have several folks that would like to make monthly recurring gifts towards their pledge. It would be great if a recurring gift could be set to draw down the pledge amount and simplify the process instead of having a pledge and then creating a s...

Weekly, I pull exports of gift batches that I have created to send to my team. Within that export, I like to capture soft credit information to paint a full picture of the gifts we have received that week. Currently, I have to manually add a colum...

Would be nice to be able to add additional email address, rather than just the preloaded constituent emails already linked to the accounts. Sometime there are other individual, associated with a donation, that would benefit from receiving an ackno...

It would be great to have an option for a field in the batch that indicates if the gift has been soft credited or not, and if yes, who to. It takes a lot of time to have to look at each gift individually under Gift > Soft Credit, but having a c...

It is easy to use "apply to" pledge. However, when you commit a batch and find out latter that it was applied to a pledge when it was supposed to be a "cash" gift it makes it difficult. There should be a way to reverse an applied pledge.

With the new Automated Recurring Git process, BBMS will attempt to reprocess a soft decline for a specified number of attempts. However, when a transaction is Hard Declined, the donor will need to provide updated card information in order to conti...