Specifically pledge payments!
This feature will be a tremendous help to our research team.
Really hope linking recurrent gifts to opportunities is included in this planned release.
Sue - are you looking for the recurring gift to be linked or the individual recurring gift payments to be associated? You can link the payments to an opportunity today. Thanks!
Hi Trit, Thanks, I meant the recurring gift itself. A few of our major donors give large open ended regular gifts. Would be good to be able to link a recurring gift to an opportunity, rather than add the solicitors manually or set up as fixed term pledge [& then remember to renew].
Thanks Sue. We are planning to release the ability to link Matching Gifts, Planned Gifts and Event Registrations with version 5.0.
Trit, would you be able to provide more information about this feature for release 5.0? We have been exploring the area of donor's match and one thing we would like to see is linking opportunities to donor matches information. Would be great to have some type of release notes in detail in regarding to this feature.
We are finalizing the documentation and will make it available in the community in the next week or so. I'll update this idea so those who are interested will get notified.
HI Trit - Will this be included in a 4.0 service pack now that there are no immediate plans for a 5.0 release? If so, which service pack?
I am happy to report that this will ship with 4.0 Service Pack 10 which is targeted to release September 30, 2016. It will support linking matching gifts, planned gifts and event registrations to opportunities. Pledges and donations are already supported.
You won't be notified about changes to this idea.