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Allow Organizational Donations from Luminate to Raiser's Edge
Luminate doesn't allow a donation made by an Organization be transferred to Raiser's Edge via RELO.0
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Have registration fees, open proposals, business rules etc. show up when soft crediting an individual
We're running into a lot of people paying for their event registrations through Donor Advised Funds, and it'd be *really* helpful to have the box about existing registration fees pop up when we soft credit that person for the gift. As DAFs are be...0
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Tie BBMS accounts to Funds and process scheduled gifts automatically vs. creating a batch every day, week, or month
All of the credit card processors are doing it . . . the process cards automatically based upon the schedule that donor sets. At present, if a donor wants to make a weekly gift, you have create a batch, automatically generate that one gift, proces...0
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Connect EFT box to fund . . . and tie fund to BBMS account. If no BBMS account, prevent EFT box from being checked
We are a consulting firm and some funds are not set-up or able to process credit cards. Like 501(c)3 organizations. Those funds have to be processed by the 501(c)3 directly. Sometimes donors and staff make mistakes and submit CC info and it gets ... -
Apply pledge and keep remaining amouint in same batch
Attempting to enter a batch of $6,200, $100 of it needs to be applied to a pledge but I DO NOT want it broken into two batches for the remaining balance. There should be a way to apply the pledge and keep the remaining $6,100 in the same batch. Th...1
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Donation amount in a thank you letter
When sending out thank you letters, it would be much better if the donation merge field could be amended so it would just show the actual amount donated in £'s without the pence. For example, for a donation of £10, the merge field now shows as "£1...0
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The ability to search across multiple batches when the content is not yet committed
This will enable you to better locate transactions in an instance where you may have misplaced them. if you have multiple non committed batches and you are looking for a transaction on the database, it could be the case that the transaction is sit...0
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Merge Envelopes for Tribute Acknowledgees
Would love the ability to merge envelopes for Tribute Acknowledgees from the Mail portion of RE. We currently manually create the envelopes. When speaking to a Chat Rep, was instructed to create a query to export to Excel and then cut and paste on...0
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Make it harder to select the "Posted" status for gifts.
When I am in a hurry working on a deposit of a stack of checks that I need to post from RE to FE, occasionally I accidently select posted in the pull down menu rather than not posted as I set the date. Once done, it can't be undone with using that...0
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Benefits should be available as a column in batch and available without the event module
we do not have the event module and I was told we have to have that to able to utilize the benefits option in batch. That doesn't make sense. We have donations (outside of events) that are partially deductible and partially not deductible. We did ...0