Auto-populate Fund when applying pledge payment

When applying a payment to a pledge in RENXT, it would be helpful if the system would auto-populate the Fund after you have selected the pledge to apply the payment to. The RE7 system would do that.

  • Cheryl George
  • Jun 10 2024
  • Planned
Gifts
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    Anthony Gallo commented
    22 Sep 14:03

    We have this one working for our automated pledge payments, we will be circling back to apply this functionality to the manually applied payments as well.

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  • Anne C commented
    22 Sep 10:23

    It would be very useful and save us a lot of time

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  • JP Provencal commented
    August 20, 2024 14:35

    When applying a gift to a pledge, the gift should be populated with the full Campaign, Fund, Appeal and Package configuration stored on the source Pledge record.

    It would also be helpful if there was a business rule that could be enabled/disabled on a site-by-site basis to have the gift inherit any custom fields/attribute configuation applied to the source Peldge record.


    Those doing gift entry should still be able to override the populated values after applying the gift.

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