Apply pledge campaign/fund/appeal to the gift batch when gift is applied to a pledge

Once we apply a gift to a pledge, the original campaign/fund/appeal need to auto-populate in the batch like it does in database view. In web view you have to make note of the original pledge info and enter it manually.

  • Guest
  • Sep 3 2026
  • Reviewed: Voting Open
Batch Entry
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  • Joanna Caley commented
    08 Oct 13:49

    This is very important for our gift entry process. I also agree with populating the gift subtype field as well!

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  • Audrey Campbell commented
    07 Oct 10:05

    This is so essential for large volume batch processing. Please make it happen soon.

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  • Megan Cross commented
    05 Oct 21:09

    Please also default the gift subtype from a pledge!

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  • Pat Johnstone commented
    01 Oct 19:13

    Yes, and include the comment field as well.

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  • Guest commented
    16 Sep 15:23

    This is still not working. Please allow for fields from the pledge to auto populate into the gifts entered in batch and as a one of gift. I just tried to enter a pledge payment both ways and neither one auto populated the information. This is really important for efficiency and ensuring gift information is consistent. I would also say the reference field needs to come over from the pledge.

    Thank you!

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  • Kevyn Barnes commented
    11 Sep 14:24

    See also https://renxt.ideas.aha.io/ideas/RENXT-I-6853

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