Automatically remove Donor Constituency when pledge is written off in full

The Donor Constituency is automatically assigned to Constituents when a pledge is added. However if the pledge is written off in full (and there is no other revenue recorded on the Constituent's record) the Donor Constituency remains on the record.

We would like the Donor Constituency to be removed automatically so that it is consistent with other areas of the system that consier this person as a non donor (total given = ?œ0 ), e.g. smart fields, revenue summary screen.
  • Jo Moran
  • Nov 9 2015
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  • Heather Johnson commented
    June 27, 2016 21:02

    Donor constituency also remains when revenue entered in error on a constituent record is deleted.