Add the ability to change recurring gift status from terminated or completed to active if needed
It would be helpful to be able to change the recurring gift status back to active once marking it completed or terminated. We terminated one in error, and now we have to create an entirely new recurring gift.
We are going to address this specific issue as a bug. If you have pending RGPs that have not been approved, we should allow that to happen regardless of the RG status.
We marked a recurring gift "completed" (per donor request), but overlooked the pending payment waiting to be processed. We're now unable to go back and apply that last payment to the recurring gift. The request for change in product functionality would be to help us correct mistakes in gift recording.
We do not have plans to alter our recurring gift workflows to support this change. For those gifts that are not concluded, the skipped or hold status should be used.
our business rule is to never have more than one recurring gift template per constituent record. Reactivating past templates allows us to have a fully comprehensive view of the donor journey in one place. not being able to reactivate templates is hampering our ability to move processing from database view into web view
We are going to address this specific issue as a bug. If you have pending RGPs that have not been approved, we should allow that to happen regardless of the RG status.
We marked a recurring gift "completed" (per donor request), but overlooked the pending payment waiting to be processed. We're now unable to go back and apply that last payment to the recurring gift. The request for change in product functionality would be to help us correct mistakes in gift recording.
We do not have plans to alter our recurring gift workflows to support this change. For those gifts that are not concluded, the skipped or hold status should be used.
our business rule is to never have more than one recurring gift template per constituent record. Reactivating past templates allows us to have a fully comprehensive view of the donor journey in one place. not being able to reactivate templates is hampering our ability to move processing from database view into web view