Customer Portal - more settings options

Add settings to the Customer Portal to prevent the donor from changing the fund a recurring gift is attached to. We've had donors change the fund (we have over 400 funds) accidentally. We need them to be able to change the amount, date, payment method, but not the fund. There may be other customers who would like other elements prevented from changing (e.g., the date), so it would be great to have the ability to turn off any of the fields for the recurring gifts.

  • Guest
  • Nov 10 2026
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