Adjustment Visibility

We need a way to mark gifts as Adjusted and have this visibility surfaced to the Revenue History and Recognition History screens so that our Fundraisers can easily distinguish new gifts from adjusted gifts. Currently you have to drill in to the Revenue for an adjusted gift and run the adjustment history report to tell if a gift was adjusted. If an adjustment involves the entry of new gifts, there is no visibility on the new gifts. We are currently adding notes with an Adjustment type but you cannot read the Adjustment note unless you have Edit rights to the note. We need an easy way to indicate that a revenue record is part of an adjustment and have this visible on the Revenue History and Recognition History screens. Perhaps an icon or link could be added to these screens if the gift is marked as an adjustment and that link could provide a fastpath to read the adjustment not.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Erin Kilburn commented
    18 Apr, 2017 06:42pm

    We manage this with a notification. Build a selection for all adjusted or written off revenue, then configure a notification.

  • Guest commented
    21 Mar, 2016 02:32pm

    We have a customization for this now. 

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