Allow moving of gifts from organization to individual and vice versa

So, I was very excited about the moving gifts feature recently released in NXT, only to discover that I cannot move a gift from an organization to an individual.  The bulk of our "errors" this way are just that.  It gets entered under the constituent's business, and they want it under their personal, or vice versa.  While being able to move them from one constituent to another is great, it feels like it's only half the job.

  • Mary Zieten
  • Mar 7 2019
Gifts
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  • Ian Nevarez commented
    January 05, 2023 20:33

    Honestly, this happens so often for so many random reasons. I deal with downloading a gift wrong into an individual or organization record constantly. The function of moving these gifts between ind. and org. records seems like a no brainer for a CRM system related to donor management. I would love to see the functionality enhanced to address this.


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  • Susan Chomsky commented
    September 08, 2020 20:43

    That's usually where mistakes are made for us. Entry in the Soft Credit Constituent record instead of the Corporate / DAF record. This would be a huge time-saver at end of month. TY

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  • Brett Bolden commented
    August 27, 2019 18:01

    Same here!! Please add!

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  • Elaine Tucker commented
    July 16, 2019 20:48

    I just had a case open with support on this. Please implement

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