allow users to remove a finder number from a posted payment.

Once a finder number is saved to a payment there isn't a way to remove it.  You can change the constituent, but the finder number stays the same.  You can try in batch, but finder number isn't editable in a revenue update batch.  We need to  change the marketing information on a gift, but once a finder number is on there it is locked.  The only way to update it is to delete it and reenter it.

  • Guest
  • Feb 19 2016
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Simon Fraser University
Reported Version 4.0
  • Attach files
  • patrick diment commented
    14 Jun 04:01

    This a very frustrating 'feature' - admins should have full control over how they code revenue.

  • Jessie Rader commented
    April 24, 2023 17:32

    We have donors that use whatever card comes in the mail to make a gift and then later find out it was for a different purpose. This happens frequently with our challenge match donors for our giving day. We end up having to zero-out and re-enter the gift to get the correct marketing information.

  • Liz Hackett commented
    July 19, 2021 01:03

    Please allow changes! There are instances where the revenue details need to be altered.

  • Paul Sapiano commented
    November 25, 2019 18:52

    I have spoken.

  • Allen Roth commented
    November 25, 2019 16:30

    This is also preventing the moving of a pledge or payment from one constituent to another via batch. This can be done as a one-off, but not via batch. Please make this possible via batch also.

  • Allen Roth commented
    November 25, 2019 16:27

    Should also be able to remove the finder number from a posted pledge