Editing the dropdown menu for Payment method in the Gift record.

I would like to be able to edit the Payment method options in the drop down menu of the Gift record. For example, as a Canadian user, Venmo does not apply - it's not available here in our country. However, we do use EMTs (email money transfers). It would be helpful if this list could be customizable.

  • Guest
  • May 25 2026
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  • Pamela Paulsen commented
    24 Jun 21:50

    We have dozens of ACHs (or EFTs) a month and would like either of these descriptors to be added to payment method. We’ve been using Other in meantime…