Allow the ability to move gifts between individual and organization records in NXT

The ability to move gifts between individual records in NXT is great, but we should also be able to move them between individual and organizational records as sometimes web gifts come in from a person on behalf of a company, and we need to move the gift to the corporate record.

  • danise cavallaro
  • Apr 20 2023
Gifts
  • Attach files
  • Guest commented
    October 23, 2023 15:45

    I really wish we can do that. It would be so helpful



    ×

    Attachments Open full size

  • Elizabeth Johnson commented
    May 12, 2023 08:51

    There is a work around for this. If you have a test record in the system you can use that as a temporary move and in the database view you can toggle that between an individual and organization record. Would be great not to need the work around.

    ×

    Attachments Open full size

Related ideas