Auto-Populate Appeal ID When Applying a Gift to a Pledge in Web View Batch

When applying a gift toward an existing pledge in Web View batch, the Appeal ID from the original pledge is not automatically populated. This requires staff to manually look up the appeal associated with the pledge before completing the gift entry, adding unnecessary steps and creating risk for data entry errors.

Requested Enhancement: When a gift is linked to an existing pledge in Web View batch, automatically inherit and populate the Appeal ID from the original pledge record — consistent with how Database View batch handles this relationship.

Impact: Staff must interrupt their batch workflow to look up appeal information on the constituent record, reducing efficiency and increasing the likelihood of appeal data being entered incorrectly or omitted entirely. Accurate appeal tracking is critical for reporting on fundraising campaign performance.

  • Lewis Bracy
  • Oct 8 2026
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