Adjust all Gift Types, including Planned Gift
I would like the ability to adjust the gift type. For example, if someone mistakenly enters cash instead of planned gift for a bequest, it would be great to be able to change the type rather than deleting the gift. Thanks.
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Guest
- Apr 16 2015
- Reviewed: Voting Open
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Changing gift types
Merged It would be very helpful and less time consuming if you could change gift types from other to cash by the global change feature0 Reviewed: Voting Open
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Be able to adjust stock gift (ability to adjust all gift types!)
Merged We need the ability to adjust stock gifts. Deleting the gift and re-entering leave too much room for errors. We should be able to to adjust any gift and gift type without having to zero out (or delete) and re-enter. The same for pledges, planned g...0 Reviewed: Voting Open
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Be able to edit the type in a planned gift; cannot adjust
Merged No description provided1 Reviewed: Voting Open
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Ability to adjust Planned Gift types
Merged When planned gifts arrive, they don't always match the amount on the original transaction. Please add the option to make an adjustment on a planned gift type.0 Reviewed: Voting Open
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Adjust gift type and stocks after they have been sold
Merged The ability to adjust a gift type after it has been posted would save us tons of time. Gift entry can be very complex and this flexibility would be a time saver. Also the ability to adjust a stock gift after it has been recorded as sold. We ha...0 Reviewed: Voting Open
Related ideas
Yes, need to be able to adjust any/all types of gifts.
Have issue discribed that donor now has decided designation for gift and need to adjust fund. Unable to adjust/split stock gifts. This ability is needed for accurate record keeping and to ensure accurate fund reports.
Not only can't it be adjusted, but when the gift is "unposted," it still cannot be changed.
Similar post
http://rediscovery.uservoice.com/forums/137015-raiser-s-edge-discovery-topics/suggestions/4226007-unapply-pledge-payment-from-incorrect-pledge