Editable manually added gifts in RE web

Currently, if a gift record is manually added in RE web for a constituent, there's no way to edit it (i.e. change it to a pledge) or delete it. A support rep offered a solution to make the payment $0 and transfer it to a dummy account. That's a lot of workaround, not efficient.


  • Guest
  • Mar 5 2024
  • Attach files