Allow user to edit Gift Subtype in web view

We need to be able to edit the Gift Subtype on a gift record in web-view. Why is it we can edit something as vital as Gift Amount, but not Gift Subtype??

  • Julie Hiland
  • Sep 14 2022
Gifts
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  • Kelsey Emerick commented
    February 22, 2023 20:37

    We use the Gift Type and Gift Subtype to differentiate coding for our integration with FE. We would like to either globally change the subtype in a batch in webview, or be able to determine what this field should default to based on the event or donation form.

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  • Guest commented
    September 20, 2022 16:40

    This would be extremely helpful.

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  • Genette Yogi commented
    September 16, 2022 20:22

    I totally agree. During testing, I saw the field in web view Gift Management and since I could update it there, figured it was editable in web view too (my bad assumption). Nope, have to go back to db view to make any updates.


    We are new to using the RE NXT donation form (moved from the 'Core' giving form) and are just discovering some of these idiosyncrasies. Fortunately users can see the subtype in web view, but the AdvSvcs team needs to go into db view to update.


    Due to more reporting requirements from Finance team, we are actively using Gift Subtype this year (with expected updates as others review the incoming gifts).

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