When a company's matching gift factor changes, automatically update all donors who work there.

I have hundreds of donors who work at one company that just updated their matching gift factor.  It would be great if I could just update that number on the company's record, and have it populate through any donor who works at that company. 

I understand that some donors have different matches that their company's standard match. So, maybe if the automatic change popped up a set of options:

  1. Update all employee donors
  2. Only update donors who haven't had manual edits/overrides to their match factor
  3. Update selected donors (based on query)
  4. Do not update any donors

Or something like that.

  • Guest
  • Nov 3 2016
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