Matching Gift Relationship Linking at Transactional Level

Please consider making the Matching Donation section of a transaction directly linkable - Similar to Tribute/Soft Credit. That way when a Donation comes in we can select the donor/match quickly and specifically. It would be helpful to have it as something separate from a normal soft credit. A Selection on the donor side, then something like a drop down list of names (Relationships already created) on the organization's side. Once the matching account is selected it could auto-populate a list of recent transactions that you choose from. This might also help with the Third Party payment situations with entities like Benevity. Please!

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  • Apr 12 2022
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