Customize Export Detail in Recurring Gift Amendments

Allow us more control in selecting which amendments to export related to a recurring gift.

For example, I need to export amendment that do not = $0. I also want the last amendment that doesn't = $0.

Currently I cannot set export parameters around the data that's output for recurring gift amendments. So I have to output ten amendments and then weed through the data when I need to output the last upgrade date -- or is there something I don't know.

With thousands of monthly donors, this takes some time and makes it possible to make mistakes when moving the data around in excel.

I also need the amendments to show when a donor changed their giving method from credit card to direct debit. There is currently no way to record when a donor changes their method of payment on the gift.

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  • Jan 31 2014
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