I'd like to stop being able to enter a gift onto a deceased record or inactive record in batch gift entry

Currently, it is possible to enter a gift for a deceased or inactive record through batch gift entry. I'd like to able to turn that off in our system.

A new person just added a large gift, through batch, onto the old name of the company in our system, and the process right now of deleting and/or adjusting to zero means that I'll lose the batch number when I enter it individually into the new name record.

  • Guest
  • May 8 2015
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  • Guest commented
    March 18, 2016 01:07

    Heather, have you considered adding a business rule that will give user a pop-up at least when they enter the name of a record in batch that is marked as deceased or inactive?

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  • Guest commented
    March 18, 2016 01:07

    Ditto Joann -- we use a business rule. You can also have users uncheck the box that displays deceased and inactive results when searching.

    Although I agree that some user preferences would be nice.

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