Auto-apply pledge C/F/A/P info to pledge payment when applying new gift to a pledge

Thank you for recently adding the ability to apply gifts to a pledge when entering a new gift on an RENXT constituent record. When applying the gift to the pledge, we can see the pledge fund but not the appeal, package, campaign, fundraiser credit, etc.

It would be nice to automatically apply that information on gift details or atleast show it on the "apply to" screen so the information is on hand for manual entry.



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  • Kevyn Barnes
  • May 17 2024
  • Planned
Gifts
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  • Diana Gray commented
    29 Jul 22:03

    Awesome! RENXT Batch rocks!

    Diana

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    Diana Gray
    St. Joseph Center
    Database Manager | Development & Communications
    204 Hampton Drive, Venice, CA 90291
    c: 805.886.6088 | dgray@stjosephctr.org | she/hers
    www.stjosephctr.org

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  • Admin
    Anthony Gallo commented
    29 Jul 15:59

    It is already released for the single gift add process and yes, this is planned for batch this quarter.

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  • Melissa Rice commented
    29 Jul 15:56

    I hope this is also planned for adding gifts to pledges in gift batch.


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  • Admin
    Anthony Gallo commented
    06 Jun 17:28

    This is being worked on now, should be done before the month is out.

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  • Diana Gray commented
    05 Jun 23:11

    Automatically populating pledge details (CFA's) on a payment would really streamline the gift entry process!

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