Automatically change the "response" on the appeal tab to GAVE when a related gift is entered
Automatically update appeal responses for constituents that already have an appeal within their appeal tab. Scenario: Appeal is preloaded onto a constituent record when a direct mail piece is sent out. When a gift is received and that appeal is entered, automatically change the response on the appeal tab to GAVE.
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Guest
- Dec 21 2018
- Reviewed: Voting Open
Related ideas
I wonder if this is a web view bug. It always happened automatically in the past.
Hello. I am 99% certain this functionality existed as late as Nov 2025, but now it is not automatically updating to "Gave."
My current workaround is to view an Export on Appeal > Total Given to run my comparison.
My concern is that Appeal > Total Given will not appear in "single row query" in NXT because I don't see it there now.
I can logically understand how "Gave" and "Total Given" are overlapping fields that mean the same thing...perhaps a best practice is to drop one or the other. However, ONE of them needs to exist, automatically updated perhaps by business rules, in Unified view.
My context: I use assigned appeals for gift tracking that is below the threshold of "opportunities." Opportunities seems rather overkill for a $50 gift, but it's still important for us to move the 35 to 50. Assigned appeals let me do that. I'm testing Opportunities but finding it time consuming for smaller gifts.
Like many other things, this seems like basic functionality - wondering why it isn't already in place?
This is such a key feature for tracking appeals!