Matching Gifts being viewed in Giving History Block

At the moment to view a matching gift on the constituent record, the user must click work with gifts.  This is not practical when gift officers are on the road and working from a phone.  It is also not practical in general.  It should be forward facing the same way a soft credit is.  The information should be available to a user on the giving history block with a coding that indicates soft or matching gift.  The web version should be as easy to view as the database was, or the reasoning of using it is lost.

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  • Mar 21 2019
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    • Therese Morris commented
      March 24, 2021 19:47

      It's counterintuitive to have to open "Work with Gifts" to be able to view the Matching Gifts. The information should be available to a user on the giving history block with a coding that indicates soft or matching gift.