Need a prompt to link gifts to pending proposals in Gift Batch.
When entering gifts in a batch, a prompt will flash on the screen if that constituent has an outstanding pledge so that you can apply that gift to the pledge. It would be great to have the capability for the same type of prompt when it comes to linking a pending proposal to a gift. This way we wouldn't have to go in after the fact and try to figure out if any gifts belong to pending proposals.
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Guest
- Jun 15 2016
Related ideas
Our organization created a Constituent Has Open Proposal business rule so that we receive a message stating "The constituent has an open proposal. Make sure to link gift to it if applicable and change status of proposal to funded" during the gift batch. I want to take this one step further and be able to link the gift to the proposal during the gift batch (just like linking to a registration or applying a pledge). It would save us from having to remember to go link the gift later.