In NXT, display matching gift payments received in list of gifts on individual's Giving History tile

Currently, you must click "work with gifts" in the giving history tile to see matching gifts that have been received for an individual donor. Ideally, the list of gifts accessed through clicking "work with gifts" should be the same as the list of gifts in the Giving history tile. In the database view, matching gift payments show up on individual donor records without the need to soft credit. 

  • Guest
  • Jul 19 2019
Gifts
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  • Ann Fleming commented
    February 11, 2022 15:59

    100% agree. In order to see the matching gift and payment in the Giving History tile, you also have to soft-credit it to the donor, which doesn't make sense with the way a MG is designed to be entered. If it shows on the "Work with Gifts" expanded selection, it should also show in the Giving History tile. Our frontline fundraisers get confused as to why this happens. Giving the answer "that is the way BB has designed it" is not very reassuring!

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