Default date on "Add planned gift as Revenue" form to current date.
On the "Add planned gift as Revenue" form, default date to current date instead of Gift Date. This date becomes the GL post date and it should be current.
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Guest
- Jun 29 2015
- Reviewed: Voting Open
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- +16
Date is not a required field when adding a Planned Gift and the Date added field within the Planned gift Details grid can be used to record this information. When the Planned Gift is subsequently Added as Revenue, the Date will default to the current date.