Batch update automated recurring gifts

At the turn of the new year we have to update our Campaign (which we use for calendar year) for each and every automated recurring gift. Unlike when they were manual and you could run a query and a global change to update the default Campaign ID for each active gift, you now have to manually select each gift, click on Amend gift amount and change the campaign ID within each record. This is incredibly time consuming and should be an easy batch adjustment. The automated gifts are quite the time-saver except for this transition.

  • Ellie Stair
  • Jan 13 2022
  • Reviewed: Voting Open
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  • Patricia Booth commented
    20 Oct 14:22

    I agree. All of our gifts, including recurring gifts, include the Appeal, which is name according to the new Fiscal Year (25/26...). In the new FY the appeals need to be updated. Currently, we have to manually update each records via Amendment. We should be able to globally amend these appeals in the unapproved batch screen.