Ability to change fund designation (GL CODE) to recurring gifts within GiveCloud without havign to create new recurring gift. | Voters

Ability to change fund designation (GL CODE) to recurring gifts within GiveCloud without havign to create new recurring gift.

Ben Crumbley

Also the ability for donors to update their own fund designation (GL CODE) from within their donor portal profile.

September 23, 2024

Steve Puckett

Absolutely. The work around process is a real nightmare right now when you have multiple ones. The article on file for this fails to mention that if you want to conform to the original billing dates (which is what donors are expecting) then you have to carefully select things and be sure you don't forget to check a certain box or it will bill them immediately.

Melanie Myerscough

Yes please..... but can we have the options to update codes for recurring gifts as we would be the ones making those updates and can we update all codes, not just GL.

Tim Stewart

We have quite a few monthly gifts that came in for a limited campaign. The donor wants to keep giving towards "Where Most Needed", so we have to go in and reclassify the gift every month. Being able to change the gift designation after the fact would be extremely helpful and would save us a lot of time and aggravation.