Matching Gift Payments: Pull in appeal and designation

When a gift is entered and a matching gift claim is auto-generated, the claim appears in the application drop-down when you go to apply a payment against it (great!) but the appeal and the designation do not pull in. That requires the data entry person to have to go to the original gift, identify the appeal/designation and then go back to the batch. If this could be pulled in OR configured (some companies may not process the payments against the original information) that would a huge time saver

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  • Nov 9 2015
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