Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RE7-I-17 Allow to move gift to another record.

The ability to merge one gift instead of all the gifts between constituents. Merged

The ability to merge one gift instead of all the gifts between constituents.  We have had many people work in our database, so it's not all set up like it should be.  If a gift belongs to a corporation and another to that corporation's foundation, it needs to be moved. Our organization batches everything, so we have the back-up filed.  I have had to move gifts and I lose the batch number that it's associated with.  In order for the batch number to appear where it should, this would be a helpful feature. 

  • Guest
  • Feb 6 2017
  • Reviewed: Voting Open
  • Guest commented
    May 05, 2017 17:05

    We would LOVE being able to have this feature.  We are a younger organization and with my role as Development & Database Associate, it would be a tremendous help for me since our records need organizing. This also would help with our Board reports as our Board members want to engage more and more companies to MATCH employee gifts.