Be made aware of records with constituent annotations in a recurring gift batch
Within a recurring gift batch, when there is an annotation on any of the underlying records, annotations go missed and are not on our radar. We rely heavily on constituent annotations in gift batch entry and were alarmed to realize this doesn't work in a recurring batch since the gift is already, technically, entered. Help us!
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Guest
- Feb 10 2015
Related ideas
We have this issue, but with normal gift batches too - not just the recurring gift batches. Some sort of identifier to signify that a given constituent has an annotation on their record would be VERY helpful. Maybe this would manifest itself in another Legend option? or perhaps a check-box data column that could be added to Batch Set-up?