Allow update to Designations on Recurring Gift payments

The process for adjusting the designation on a pledge, or on a recurring gift, needs to include an option to update the designations on all the associated payments.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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    Nicola Cameron commented
    April 29, 2022 14:24

    This idea has been updated to refer specifically to the ability to update the Designations on Recurring Gift payments so that when the recurring Gift itself is updated via a Revenue update Batch, that associated payments will reflect the change.

  • Roberto Haddon commented
    February 08, 2022 16:47

    If you use a generated Revenue Update Batch to update the designation on a Pledge, this does automatically also update the Pledge payments, but if you update the designation on a Recurring Gift, this does not automatically update the Recurring Gift payments. This demonstrates a regrettable inconsistency in data maintenance and there are no warnings about this in the relevant documentation.

  • +5