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.
Open full size
Jun 29 2015
Organization Name (Please enter full organization name)
Enter a subject
Log in / Sign up
Identify yourself with your email address
You won't be notified about changes to this idea.
Build relationship between planned gift type and Generate GL Distributions
Add planned gift additions to revenue on $0 planned gifts
Unable to add all planned gift records as revenue transactions
allow benefits to be added when adding a recurring gift
Include ability to set matching gift claim date when adding matching gift claim in Enhanced Revenue Batch
Add the revenue type of 'Planned gift addition' to Solicitor Credit Rules
allow users the ability to add defaults for the form view of membership batches
Add the option to search for an application type of "Other" to the Opportunity Unassociated Revenue Search
To be able to make the "Outline" (Add steps from plan outline) a required field