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
  • Reviewed: Voting Open
Gifts
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  • Karen Diener commented
    23 Feb 22:06

    This is imperative. Right now, you need a "dummy record" if you need to move rom an individual to an organization and vice versa. That can only be done in database view, so what do we do when database view is gone?

    PLEASE make sure we are allowed to make occasional mistakes and be able to correct them in the database. Customers need to iterate on their processes as well!

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  • Guest commented
    October 23, 2023 15:45

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



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  • 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.

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