Pay-cash in webview: Apply pledge campaign, fund, appeal, package, custom fields automatically

When entering a pledge payment in webview batch, after you have linked the pay-cash to the original pledge, the original Campaign, Fund, Appeal, Package, and custom fields from the pledge should automatically populate (like they do in the dbview) into the pay-cash you are entering. It is very inconvenient to have to leave the batch entry, open up the constituent/pledge records, and look up what the information was on the pledge.

  • Erin O'Meara
  • Aug 6 2025
  • Reviewed: Voting Open
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  • Whitney Kimmet commented
    08 Jan 19:47

    This should be happening automatically. The fact that we have to vote on it instead of it already being there demonstrates a lack of understanding of the work gift processors do.