When entering a donation in a batch, notify when the donor has an outstanding pledge
Currently in database view, when entering a donation in a batch under a donor that has an outstanding pledge, an alert will pop up telling you the donor has an outstanding pledge and asks if you would like to apply the donation to the pledge. In addition, we have it set up to alert us if the donor's spouse has an outstanding pledge as well.
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Courtney Sauerbier
- Feb 18 2025
- Shipped
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- +327
Related ideas
What about if there is an outstanding fee to an event - that is also a pop up when gifting in DBView?
What about with recurring gifts? Is this notification and option to apply coming soon as well?
Love it! Thank you!
Love it! Thanks so much, Anthony & team!
Love it!
Love it!
Thank you!
Thanks!
Will it flag recurring gifts as well?
This is wonderful news. Thank you
Yes this will be very helpful in webview
This has shipped via a banner on the current batch form. It will be a notification as well in the new grid batch when it ships.
Also to be able to load an outstanding pledge that may sit on the spouse's record to apply the payment in NXT, as you can in DB View.
Agreed that this is needed---also agreed that this is a Business Rules type item that needs to carry over into web view, so the administrator can manage these sorts of pop ups, rather than have the pops ups all be automated for everyone. For example, lapsed membership popups is currently another option in Business Rules in database view, but we do not need lapsed membership pop up at our organization.
We should have to go look for this ourselves.
This relates to business rules need to carry over into web view.
It would be nice to see what the pledge is BEFORE having to click on whether or not to add the gift to the pledge.