Update the recognition program levels when the constituent or designation is changed.

Once a recognition program qualifying gift is run through the recognition program. The recognition level will not update automatically if the designation is changed to or from a non-qualifying to qualifying designation or if the constituent on the recognition credit is changed to another constituent.

For example if Constituent A is recorded making a qualifying gift to Recognition Program 1 and later the designation is changed to one that doesn't qualify for Recognition Program 1 but does for Recognition Program 2, the constituent still remains in the Recognition program at the level that the no longer qualifying gift put them into and they do not get added to a level that is qualifying for Recognition program 2.


Also, particularly with third party recognition. Constituent A may get a third party credit that puts them in Recognition Program 1, later it's determined that was incorrectly credited and editing the recognition to be assigned to Constituent B, neither adjusts Constituent A or Constituent B's recognition program status. (It doesn't work if the recognition is deleted and re-added).


It would be nice if these automatically adjusted to the correct recognition status when the recognition program process is run after the change.


  • Jefferson Davis
  • Jun 12 2023
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The Georgia Tech Foundation
Reported Version 4.0
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