Add gift attributes to existing gifts
Allow an IOM profile to add gift attributes to existing gifts.
-
Kevyn Barnes commented
The ability to match on Gift ID and update existing gifts would be incredible. The Raiser's Edge import/global add/global change is really lacking and it would be of tremendous value if IOM could do this much like constituent matching/constituent attributes matching or updating.
-
Aidan Lambert commented
I would really appreciate just the utility to update existing gifts. Instead of having to compile a query from an excel sheet and then preform a global change, I could just run the excel sheet through ImportOmatic to update them all in one step.
-
Nicole Harding commented
This would be extremely useful for the College. We have 1,000+ gifted life insurance policies and we need to update their values/attributes on a yearly basis. This is a crucial process for our team and Finance. Being able to update a gift attribute would allow us to update each of these planned gifts.
-
Anonymous commented
this would be really useful as each payment to a recurring gift has its unique ID which is essential to capture. Having it as an attribute is how we deal with it as there is no other place for the ID to go on otherwise.