Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-1923 Show matching pledges and gifts in Giving History Pane.

Let us see matching gift payments on Giving History tile Merged

In database view, if a donor has a paid matching gift pledge, we can see that info in the "gifts" section of the constituent record.

In NXT, the analogous section is the 'giving history' tile---which does not show matching gift pledges/payments. I can live without the pledges, but not showing MG payments is the same as not showing a complete giving history. While relationship managers can click into the "work with gifts" area & see everything, the entire point of them reviewing the RENXT constituent record is to get a snapshot of what is happening with a specific donor.

I'm in a position now where I'm being asked to double-code matching gift payments by also soft crediting them--which is going to turn into a mess and a lot of extra work. Could we just have a filter to allow us to pick what shows on the 'giving history' tile?

  • Nicole Holt
  • Mar 8 2022