Add permission level for users to link gifts to proposals, planned gifts, membership, and events without Add or Edit Gift Security Permissions

One of the ways our gift officers manage their portfolio is through adding and closing out proposals. It would be great if we could give them the permission to link gifts without having to give them permissions to edit gifts. We want to restrict who can edit gifts to only the people that absolutely need it. So are left with either giving gift officers more permissions than we would like them to have or having our gift processing and database people linking gifts on behalf of gift officers. Please save us from this quandary and extra work!

  • Andy Nolan
  • Mar 14 2023
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