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??
This is necessary for us when our recurring gifts and now pledges are processing automatically and can ONLY be updated in NXT. We use Gift Subtype to manage our receipt process for emailed, printed or no receipt.
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.
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).
This is necessary for us when our recurring gifts and now pledges are processing automatically and can ONLY be updated in NXT. We use Gift Subtype to manage our receipt process for emailed, printed or no receipt.
Another feature that I cannot believe hasn't been implemented yet. Opening database view in order to change subtypes is such a waste of time.
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.
This would be extremely helpful.
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).