In Web View, Edit Campaigns, Appeals, Funds of a Gift after it is Receipted
In Web View, we must be able to make adjustments to Campaigns, Funds, Appeals, Packages of a gift after it is receipted. Currently, this can be done in Database view.
UPDATE: One random click later and I found out how to edit my appeal in NXT - click on the three dots by the Appeal you want to edit. Click 'Edit Link'. The gift appeal opens for editing.
Sometimes I just don't get the list of donors receiving a specific appeal uploaded until after the mailing has sent or before donations start to come in. As a result, we may end up with a few duplicate appeals for donors who have already given to that appeal.
If that is the case, I need to be able to delete that duplicate campaign in web view. At this time, that is not possible without going back into database view. Please allow that functionality in webview.
We were training someone new and she accidentally forgot to post the campaign or appeal on a batch. Unfortunately this batch had 267 transactions and it has already been posted to the GL. Since FE is new to us, we didn't realize that we couldn't just go in and "add or change" the campaign or appeal. We tried to do an adjustment, but the adjustment screen did not offer the ability to change the campaign or the appeal, it just offers the option to change amount and fund. We now have to go back and reverse individually ALL of the 267 transactions and do a new entry post. Right now this is all manual and will take up a lot of our time. Having the additions of Campaign and Appeal would be very beneficial to the Adjustment screen or provide another way to make these types of adjustments without having to reverse each transaction OR without having to go into "every transaction" within a batch. Mistakes happen. Especially when training. Thank you.
Yes, we released gift Edit on the 11th so this should now be able to be done in web view.
UPDATE: One random click later and I found out how to edit my appeal in NXT - click on the three dots by the Appeal you want to edit. Click 'Edit Link'. The gift appeal opens for editing.
But my vote still stands!
Sometimes I just don't get the list of donors receiving a specific appeal uploaded until after the mailing has sent or before donations start to come in. As a result, we may end up with a few duplicate appeals for donors who have already given to that appeal.
If that is the case, I need to be able to delete that duplicate campaign in web view. At this time, that is not possible without going back into database view. Please allow that functionality in webview.
We were training someone new and she accidentally forgot to post the campaign or appeal on a batch. Unfortunately this batch had 267 transactions and it has already been posted to the GL. Since FE is new to us, we didn't realize that we couldn't just go in and "add or change" the campaign or appeal. We tried to do an adjustment, but the adjustment screen did not offer the ability to change the campaign or the appeal, it just offers the option to change amount and fund. We now have to go back and reverse individually ALL of the 267 transactions and do a new entry post. Right now this is all manual and will take up a lot of our time. Having the additions of Campaign and Appeal would be very beneficial to the Adjustment screen or provide another way to make these types of adjustments without having to reverse each transaction OR without having to go into "every transaction" within a batch. Mistakes happen. Especially when training. Thank you.