Maintain Recurring Gift data after updates via Portal

When a donor updates their online recurring gift amount, the campaign, appeal, and fundraiser credit data is reset/blank on all gifts thereafter through BBMS. There is no notification of this change, so this missing data has to be recognized, researched, and manually reentered. This information should be automatically maintained through a gift amendment made through Portal.

  • Martha Lawless
  • Jul 2 2025
  • Reviewed: Voting Open
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