Add Ability to Edit a Planned Gift in Unified View
We receive requests to mark Planned Gifts as Unhonored or Cancelled. I am only able to edit the Planned Gift Status in database view. Since database view is scheduled to be sunsetted in 2027, we need this ability in the Unified View.
The status on the planned gift is a very important field. We use it all the time for insurance policies that have lapsed or have been surrendered, revoked or if someone decides we are no longer getting anything from them, etc... Why give us all of these great fields in the database view and then not bring them all into the webview. One would think you would want to mirror the entire planned gift screen that has been used for years. People rely on these fields for reporting. The status shows up on the planned gift in the webview but you can't edit it or add one. If you add it in the database view you can then see it in the webview but come September 2027 and you pull the plug on the database view, we lose many great features.
Seconding being allowed to edit the Gift Status for a Planned Gift - it's important and needed for any Planned Gift Administration and it's silly that we can do it in DBV but not Unified View.
I would also like to ask that we can edit the gift status for a planned gift, which is a different field than the planned gift status. It is super confusing to gift officers to see planned gifts with a planned gift status of cancelled, but the gift status at the top of the page still says active.
The status on the planned gift is a very important field. We use it all the time for insurance policies that have lapsed or have been surrendered, revoked or if someone decides we are no longer getting anything from them, etc... Why give us all of these great fields in the database view and then not bring them all into the webview. One would think you would want to mirror the entire planned gift screen that has been used for years. People rely on these fields for reporting. The status shows up on the planned gift in the webview but you can't edit it or add one. If you add it in the database view you can then see it in the webview but come September 2027 and you pull the plug on the database view, we lose many great features.
Seconding being allowed to edit the Gift Status for a Planned Gift - it's important and needed for any Planned Gift Administration and it's silly that we can do it in DBV but not Unified View.
I would also like to ask that we can edit the gift status for a planned gift, which is a different field than the planned gift status. It is super confusing to gift officers to see planned gifts with a planned gift status of cancelled, but the gift status at the top of the page still says active.