Allow benefits to be assigned to a designation

It would be helpful to be able to assign a benefit to a designation and have that benefit provided as a default for gifts to that designation (with the ability to override or decline the benefit for a specific gift).
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Benefits / Revenue
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    Pat Conley commented
    January 18, 2019 19:15

    One thing to consider is assigning benefits to an appeal.  Those will default for gifts to that appeal.

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  • Megan Shada commented
    January 18, 2019 18:42

    This is very much still needed! It would save valuable time for processors! 

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  • +4

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