Allow mass updating of the "Tribute, Soft Credit, and Matching Gift" field in gift transactions

This would be helpful when, for example, many memorial gifts come in and the donors decide several months later to set up a named 'tribute' fund. It has to be changed for each individually now.

  • Guest
  • Oct 12 2015
  • No Plans to Change at This Time
Data Entry
  • Attach files
  • Guest commented
    March 15, 2022 19:23

    Just adding to this, when we get tribute gifts through the online DIY forms, having to manually update the Tribute Information field takes a lot of extra time, especially after an alumnus has passed and asked for donations to go to us. It slows the entire process down by days. Being able to mass update that field will save a lot of time and effort.

    Attachments Open full size
  • Guest commented
    June 04, 2019 19:17

    We use this field to not only track "In Memory" or "In Honor" donations, but also to help us track dollars raised by "solicitors" for our events.

    Attachments Open full size
  • Guest commented
    June 04, 2019 19:14

    Tribute information should be imported along with the rest of a Journal Entry transaction.  In addition Tribute information should be able to be imported as an update to a Journal Entry.

    Attachments Open full size
  • Mike Rusche commented
    March 11, 2016 19:49

    We have no plans to add this functionality at this time.

    Attachments Open full size

Related ideas