Add the revenue type of 'Planned gift addition' to Solicitor Credit Rules

Currently, under Solicitor Credit Rules in Major Giving Setup, if you choose 'Yes' to have solicitor credit applied to planned gifts, it does not extend to planned gift additions. This requires solicitor credit to be added manually for any planned gift additions. Adding 'Planned gift additions' as a revenue type in the Solicitor Credit Rules would solve this problem.

  • Brian Soucie
  • Mar 11 2019
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The University of Western Australia
Reported Version 4.0
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