I agree, gifts should be able to be moved just by changing the Constituent ID

For moving a gift from an Org to Individual. I was a bit nervous making an Active Individual record into an Organizational record so I used a dummy record first. Once the record was off the Organization into the Dummy Organization record, I switched the Dummy Organization to an Individual then moved it to the correct Individual record. It worked. The worst thing that could happen was I would need to retype it in, which is what we did in the past. I am assuming you could do it the other way as well.

This should be an option in database view, not only NXT (which doesn't always work for performing this function.)

I saw that in RENXT we can now move gifts from one constituent to another. However, we still can't move gifts from individuals to organization. This happens quite often in our organization.

From an effiency stand point this is a no brainer for everyone. Either delete than have to reenter the same exact information into another record, or just switch the name of the donor. A time saver for many I am sure!

We have donors who enter gifts on behalf of their organization but somehow always mess up the online form so the gift from the ORG ends up on the INDIVIDUAL record. :( What I would really like to see is the ability to move a gift from an IND record to a ORG record. Even in NXT you are only able to move a gift from ORG to ORG or IND to IND.

In addition to adjusting the gift record to a different donor, the ability to adjust the gift type. Payment is different from cash.

You can do this in NXT - it would be nice to be able to do this in database view

This would be a great feature. There are times when the head of the household is deceased and some of the past gifts needs to be now recorded in the living spouses name. Sometimes deceased information comes late and the gifts got coded in the deceased spouse record. Also relevant for similar name donors and many such scenarios.

Yes, this would be very helpful. In particular, the capability to move a personal gift to a corporate gift.

This has been shipped in NXT - a couple of years ago too. Not sure why the voting is open on it?

This is a much needed improvement. This error can easily happen with donors of the same name and/or Sr. vs. Jr. constituents. Why is this not currently available??

Other CRM databases can why not RE? this was dragging on for ages.

The fact that this has not been done by clearly shows the dev direction the managers who are directing development priorities need to be fired.

There are no many quality of life improvements that could be made with minimal effort.

Database view is where the most processing happens, so it would be good to have that down there. I will inform team about ability in NXT veiw because I was unaware.

I think this is a great idea, since many times it's only one gift that needs to be moved.

you can do this in NXT. If it is Org to Individual or vice versa. We have one record to facilitate. Make it Indiv if origin is Indiv, move the gift, then change the record to Org, and then perform a 2nd move to the destination Org record. (vice versa if the other way around).

Changing the status of this idea to Voting Open because it's been reviewed. While not currently planned, this will remain open for voting and future consideration as a change.

As mentioned previously, RENXT now offers the ability to move gifts from one individual to another, but leaving this idea open for voting to represent the request for moving gifts within RE7/database view.

In NXT you can only do individual to individual. It would be great if you could do org record to individual record.

This is easily done if you have NXT webview.