Change gift type categories for TR Gifts

Allow custom names for gift types to match the specific business process and gift type model. Having to train staff to follow an incorrect gift type category process.  Example in changes to make sence to a business process: Corporate Check to Participant Income; In-Kind Gift to Vendor Campaign; and Registration Subsidies to Wraparound Event.  Requirements: Making offline gift, want to make sure the gift has a special category.

 

Currently the only Workaround is - make a note in a batch field if staff remember and/or looking at each donation and compare it to our Donor Relation Management/CRM tools.

 

 

 
 
 
 
 
 
 
Screen reader support enabled.
 
 
 
 
 
 
 
  • Guest
  • Apr 25 2018
  • Reviewed: Voting Open
Area of the Product TeamRaiser
Org/Company Name American Heart Association
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  • Randy Williams commented
    January 28, 2020 15:47

    I agree we need to be able to add, remove, or change the label on gift categories to match business rules and processes