Ability to see gift segments with funds associated with my security group in split funds

Right now, segmented gifts don't allow  users to see segments of gifts associated with fund associated with their security group on a gift tab in constituent records. So in case there's a split gift with funds that belong to different security groups, the gift doesn't appear at all on the gifts tab for the respective constituent record! Which means the only way to be able to view gift segments from split gifts is through report or exports and queries. This is very impractical. My suggestion is, if I have a split segment that has a fund associated group i should be able to see that segment of the gift base on my security group for that split gift, but i should only be able to see the segment of the gift that i have access to based on my security group, and i should also be able to know that this is part of segmented gift, so a user would be able to know that there's more to this gift, but i'm only able to see the segment of the split gift that i have access to based on my security group.

 

 

  • Guest
  • Feb 18 2020
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