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 |
This a very frustrating 'feature' - admins should have full control over how they code revenue.
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.
Please allow changes! There are instances where the revenue details need to be altered.
I have spoken.
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.
Should also be able to remove the finder number from a posted pledge