Create a new revenue marketing edit form

Create a new edit form that will appear on applicable posted revenue such as pledges and payments. This new edit form would allow the user to ONLY edit the Appeal, Inbound Channel, and Marketing Effort. It should be smart enough to only generate GL adjustment entries when the field changed is a field used in the GL configuration. This new form would both get around the issue of the current edit forms always generating a GL adjustment entry regardless of the field updated, and allow a different security configuration for this form. Marketing related information generally does not need to be secured to the same level as revenue dates, amounts, and designations does.

  • Guest
  • Oct 23 2018
Organization Name (Please enter full organization name) Jewish Federations of North America
Reported Version 4.0
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