Recognition Credit Defaults on Matching Gifts

The configuration on how recognition credits are assigned for both claims and payments on claims are not open enough for all schools -- these should be configurable like other transactions within the system
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  • Jun 29 2015
Blackbaud CRM / Matching Gift / Recognition credit / Revenue
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  • Amanda Brown commented
    July 23, 2017 13:47

    I agree! There are good options now in 4.0 but it needs one more choice in the matching gift preferences. We need a section to set recognition credit defaults for unapplied matching gifts. We would like the matching gift organization to receive a SELF credit and are having to create a global change to add that in (BB Support said it was intended functionality to not assign a SELF credit for these gifts).

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