A facility to mass update campaign/fund codes for Auto Recurring gift schedules at the beginning of a new financial year

It would be really useful if you were able to mass update the campaign and/or fund codes in all auto recurring gift schedules at the beginning of a new financial year, because currently you have to go through each recurring gift schedule and update them manually.

  • Guest
  • May 26 2016
  • Already Works That Way.
Data Entry
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  • Guest commented
    June 07, 2016 08:47

    Great! When I spoke to the Customer Services team about this they said it wasn't possible, so this is a huge relief - many thanks.

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  • Mike Rusche commented
    June 06, 2016 19:43

    You can use the Update Existing Transactions feature, located under Management > Mass Update, to change the Campaign/Fund codes for auto processing Recurring Gift Schedules.  Create a journal entry query for the specific auto processing Recurring Gift Schedules that you want to change and then run through the Update Existing Transactions process to change the appropriate fields.  Past processed recurring gifts will remain marked with the previously selected Campaign/Fund codes as long as they are not included in the query used to perform the mass update. If you have any additional questions, please contact our support team.

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