We need a drop down of the constituent codes to be able to change the gift constituency. Gift constituency doesn't always follow the code for the donor (ie. Organization). For us it follows the individual donor (whether hard credit or soft credit).
This is an available option, however, it lists ALL constituent codes, not just what is actually on that constituent. If you are not familiar with the person, you can select the wrong one, which the system allows and only flags when you close the batch for review. Please make it where you only have the options available on THAT constituent.
We use this a lot in our database view batches, and it's one of the notable missing fields in NXT for us. It helps us categorize giving based on most active constituent code and helps us during giving days and other pushes where we want to filter gifts by "current students" even after they've transitioned into alumni.
This is an available option, however, it lists ALL constituent codes, not just what is actually on that constituent. If you are not familiar with the person, you can select the wrong one, which the system allows and only flags when you close the batch for review. Please make it where you only have the options available on THAT constituent.
We use this a lot in our database view batches, and it's one of the notable missing fields in NXT for us. It helps us categorize giving based on most active constituent code and helps us during giving days and other pushes where we want to filter gifts by "current students" even after they've transitioned into alumni.