Apply linked tributes from recurring gift records to the recurring gift installments.
Currently, if a donor sets up a recurring gift and links a tribute the tribute does not attach the the future recurring gift installments. It has to be manually added to each installment. This is very time consuming, and if the tribute isn't linked then the total given to the tribute will be inaccurate. To ensure an accurate total the tribute attached to a recurring gift needs to automatically go on all future installments as well.
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Adam Sloter
- Jul 23 2024
This is really unfortunate. The ability to notify a family of the gifts made in honor or memory of a loved one needs to be easy and accurate. This is why customers cannot adopt new functionality early while you are still iterating on a complete buildout.
Unfortunately we just identified this gap since previously with databaseview recurring gifts the tributes were automatically added to installments and it is causing some tributes to not be listed in our In Memory of stewardship lists which pull from gift record Tributes. Please correct this for recurring gifts processed automatically through webview!