Automatically update Appeal Response for an Assigned Appeal upon receipt of a gift (e.g. "Mailed" -> "Given") Same issue since 2003 BB104774

Automatically update Appeal Response for an Assigned Appeal upon receipt/batching/commiting of a gift (e.g. "Mailed" -> "Given") based on Table in Configuration. Same issue/answer since 2003 (BB104774 - pop up a reminder to change it manually.)

  • Guest
  • Aug 27 2012
  • Attach files
  • Barbara Kunkel commented
    June 20, 2016 17:42

    This has now become an issue with our organization since we upgraded to NXT.  We do not change the response to "Gave" because the column total given shows the amount.  Total Given column is not an option to add.  Manually or Globally changing adds steps and time for staff members to complete. 

    Attachments Open full size
  • Guest commented
    March 17, 2016 23:30

    Solution ID: BB317624
    Product: The Raiser's Edge 7
    Published: 12/05/2006
    Updated: 06/15/2009
    Description
    Unable to change the Appeal Response in a gift batch
    Environment
    Occurs when adding gifts in batch
    The appeal is already present on the Constituent Appeal tab
    Answer
    Thank you for your suggestion. Blackbaud values your feedback and wants to ensure you are delighted with our products. Our products team regularly reviews suggestions to identify trends that drive improvements intended to benefit you. We develop product improvement strategies based on these trends through a formal Discovery Process.

    Attachments Open full size
  • Guest commented
    March 17, 2016 23:30

    AMEN

    Attachments Open full size

Related ideas