Update Gift Adjustments globally or through Import

Often, organizations will change their Campaign, Fund and Appeal structure to more closely match their reporting needs. Currently, if a gift has an adjustment on it, those fields can only be updated manually when cleaning up history. This is onerous and time consuming!

  • Sandy Wilder
  • Jan 30 2018
Import/Export
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  • Jennifer Watson commented
    09 Aug 19:18

    We are updating our processes to have an appeal and campaign on every gift for this year and going forward. We have a lot of gifts that this will need to be manually added to because there is an adjustment on the record.

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  • Sarah Martin commented
    August 04, 2022 18:07

    Our Finance department recently changed the Fund ID for one of our branches, but neglected to tell Rev Dev for a few months. Now I have 650+ gifts to change the Fund ID on, but they have already been reported to Finance so I will also need to issue a report to Finance for the gifts that need updating. Being able to do a Global Add or Import Adjustment would make it easier for reporting

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  • Patrick Tang commented
    January 22, 2020 15:49

    For those in the know, it is miss-leading that the Import Update process allows the process to happen, only for the update to fail and a return message as the field is read only.

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