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
Related ideas
This is still not working. Please allow for fields from the pledge to auto populate into the gifts entered in batch and as a one of gift. I just tried to enter a pledge payment both ways and neither one auto populated the information. This is really important for efficiency and ensuring gift information is consistent.
Thank you!
Awesome! RENXT Batch rocks!
Diana
[cid:image001.png@01DD1F6B.6060EEF0]
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
It is already released for the single gift add process and yes, this is planned for batch this quarter.
I hope this is also planned for adding gifts to pledges in gift batch.
This is being worked on now, should be done before the month is out.
Automatically populating pledge details (CFA's) on a payment would really streamline the gift entry process!