Allow Appeal and or Campaign to be edited once posted
Occasionally a gift gets added with an incorrect campaign or appeal or none at all. It would be nice to be able to edit these fields without having to do a complete gift adjustment.
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Julie Abramson
- Oct 22 2023
- Reviewed: Voting Open
Related ideas
We add appeal response to assigned appeal records even without a gift, we need to edit an appeal with a response after the appeal is added. ie a planned giving donor tells us they included us. It isn't a gift, but we want to know via which specific appeal they informed us. We currently have to do this is dbv, please bring to unified view.
This is a much-needed tool for database managers. At some point, we will not have data base view to make these adjustments.
This idea was posted almost 2 years ago and it's still not resolved. To have to go to database view or do a full gift adjustment would be so much easier.