add the ability to delete a gift in Webview

it would be useful to be able to delete a gift that is entered in webview

  • Robin Lerner
  • Jun 28 2022
  • Shipped
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  • Alyson Insero commented
    05 Dec 17:07

    I agree! We had a recurring gift where the card information expired. After catching on and notifying the constituent, they decided not to continue. Now I have a bunch of individual unapproved batches with a $0.00 amount, from the expired card, that are taking up space in the NXT Gift Batch area.

  • Claire Teitz commented
    19 Nov 19:30

    As we are cleaning up data, we need to be able to delete gifts that are entered in error.

  • Miriam Cai commented
    12 Nov 21:46

    Anthony,

    We understand the importance of preserving gift history where relational data exists. However, us users should have the ability to decide what to keep and what to remove in cases where deletion is appropriate (e.g., test transactions, incorrect entries, or gifts without associated data).

    Since BBMS already tracks the transaction history, these records don’t necessarily need to remain in RE, where they can clutter the database and impact usability. We need the flexibility to delete such gifts ensures cleaner data.

  • JoAnn Strommen commented
    10 Nov 18:00

    Want to be able to delete. Gifts from our online platform are rarely processed for just one date. It's easy to pull gift made today in batch and then accidentally pull it with gifts made later today in tomorrow's batch. Do not want adjusted gift of $0 on record when it was due to error.

  • Katy Roberts commented
    17 Sep 22:17

    This Idea HAS NOT SHIPPED. A gift entered in web view cannot be deleted in either web view or database view.

    We need to be able to delete incorrect entries entered in either mode- the web view is just an 'overlay', so there is no reason why gifts entered there are special. We who have the rights to delete gifts are WELL AWARE when the 'trail for gifts' should be preserved through an adjustment, and when the mistaken gift entry should be deleted.

  • Admin
    Anthony Gallo commented
    06 Aug 22:28

    The ability to delete a gift in web view was released earlier this year. That capability allows for gifts with no transactions associated with them to be deleted. As we move forward with our reconciliation unified view, we need to ensure that the trail for gifts is preserved. There are instances where deletion can occur (non transaction ID, transaction occurred but in test mode, etc) but for those gifts where we have relational data, we want to preserve that history and refunds/adjustments are the advised method. We are evaluating feedback for instances where gifts should be able to be deleted as we move forward.

  • Dariel Dixon commented
    06 Aug 19:42

    I thought this ability has already shipped? If it hasn't, it's a no-brainer.

  • Joanne Felci commented
    05 Aug 12:07

    this is causing me A LOT of extra work (and aggravation). Plus it is going to be more work come year end and giving summary time. URGH!!! Why mess with something that was working just fine in database view

  • Natasha Saidikowski commented
    January 19, 2023 17:11

    When I brought this up with Blackbaud, I was told: "On the whole, Blackbaud suggests that gifts are never deleted in either DB or Webview. Adjusting a gift to $0 allows for better tracking and a reason for why the gift was deleted."

    However, we use $0 gifts to mean something else (something that should actually be tracked on a constituent's record). I don't see any reason to track a gift in RE that was entered erroneously and shouldn't exist in the first place. That should be handled outside of the database.

    A better solution would be a history of actions performed by users in the system - that way, the incorrect gift wouldn't be attributed to a constituent, but it could be seen that a particular user deleted a gift.

  • +1162