automatically display installment schedule for recurring gifts in batch

Users should have a user option to automatically display installment schedule in batch for recurring gifts like there is for pledges. Under Tools > User Options > Batch tab > Gift batches, you can select when a pledge is entered to automaticaly display installment schedule. Although you can create a default schedule for the batch, this is not always practical because each donor in the batch may want a different installment schedule for their recurring gift. Automatically displaying this option would ensure the installment schedule is entered according to each donor's preference.

  • Guest
  • Mar 8 2013
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  • Guest commented
    March 17, 2016 23:58

    Related suggestion: when entering new recurring gifts in batch, have an option in configuration that can be set to automatically display a prompt or message to edit/create the recurring gift schedule.
    This should function just like prompt for pledge schedule