Gift status needs to be available in NXT for recurring gifts

It only makes sense that there is a simple way to identify recurring gifts that are active. Some donors have several old recurring gifts on file and when a donor calls in to update a CC they have to go into each one to identify whether it's active or not. Also when a recurring gift has an end date, after the last transaction is processed the gift status should be automatically changed to completed/terminated. This should not be a manual process.

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  • Sep 18 2024
  • Reviewed: Voting Open
Gifts
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  • Catherine Burns commented
    26 Aug 02:19

    Gift Status is vital when you have a regular giving programe. Every time a donor updates their RG with our telefundrasiers or online we need to cancel their old schedule and start a new one because there is no way to add a new token to an existing gift. So donors end up with multiple Recurrring Gifts. If they call to cancel/make changes we need to be able to find it fast. In database view we sort by gift status because the payments don't have a status but we can't do that in web view.

    As a work around we have added the Custom Field Cancellation Reason to lists instead.

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