Correction to webview>lists>gifts: Pull actual fund amount
Right now, when you filter on a fund, and a gift is split between two funds, the results list the FULL gift amount, not what's been allocated to the FUND that you've filtered on. This results in inaccurate, confusing information. Please look into this issue. Thank you.
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Guest
- Nov 3 2020
- Reviewed: Voting Open
Related ideas
Another issue is that even when there are no splits, the gift information is pulling into the split column, so it is not easy to see if there is a split or not. It would make much more sense to display nothing in the split column when the entire gift went to one single fund and only display the split information in the split column.
For example, on a list showing all annual fund gifts, one of the gifts for annul fund was a $500 check of which only $250 was for the annual fund and $250 was for another designation. The gift amount on the list would be $250 and in the split column on that gift you would also see $250 to the other designation. The split column would not need to show the $250 for the annual fund also since that is already seen in the gift information. Likewise, for a $750 gift that was entirely for the annual fund, the split column would be blank since there is no split.