matching gifts

It would be great if, when a gift is being entered, the system would prompt me if a spouse works for a matching gift company. Currently, I'm only prompted if the constituent works for a matching gift company.

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  • Oct 9 2013
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  • Regina Dodge commented
    March 18, 2016 01:46

    We gets prompts if the spouse works for a matching gift company. It doesn't clearly identify it as a spouse match, but the prompt still appears. You may want to verify that the spouse box is checked on the relationship tab. From my experience, as long as that box is checked, you should get a prompt.