Allow more revenue types (i.e. matching gifts from 3rd party donors) to be associated with opportunities.

Allow more revenue types (i.e. matching gifts from 3rd party donors) to be associated with opportunities. Currently the system only allows you to associate with revenue types of Pledge and Gift.
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  • Jun 29 2015
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  • Trit Mulligan commented
    9 Sep, 2016 07:00pm

    Hi Erika!

    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.  

    Trit Mulligan

  • Erika Layfield commented
    9 Sep, 2016 06:54pm

    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?

  • Trit Mulligan commented
    14 Jun, 2016 04:04pm

    Hi James,

    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. 


    Thanks!

    Trit

  • James Shieh commented
    10 Jun, 2016 03:34pm

    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.  

  • Trit Mulligan commented
    23 Mar, 2016 01:24am

    Thanks Sue.  We are planning to release the ability to link Matching Gifts, Planned Gifts and Event Registrations with version 5.0.

  • Sue Watts commented
    15 Mar, 2016 01:46pm

    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].

  • Trit Mulligan commented
    15 Mar, 2016 01:14pm

    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!

  • Sue Watts commented
    15 Mar, 2016 08:04am

    Really hope linking recurrent gifts to opportunities is included in this planned release.

  • Andrew Koop commented
    9 Nov, 2015 04:15pm

    This feature will be a tremendous help to our research team.

  • Guest commented
    26 Oct, 2015 09:37pm

    Specifically pledge payments!

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