let you apply an online gift transaction to an existing pledge on the constituent's account?
If someone makes a payment on their pledge online, those online transactions will be entered into the database as recurring gifts. Once an entry is created there is no way to change the entry type from recurring gift to payments. Instead, you have to manually go in and re-create that transaction as a Payment and apply it to the Pledge. That is really inconvenient. Why bother setting up anything automatically if we have to end up doing it manually in the end? This is a BAD workaround. In understand that there is no way for online donations to be entered as payments since they cannot be matched to the pledge it is paying off. However, there should at least be an option to REASSIGN a gift to make it a pledge payment without having to completely RE-ENTER the payment.
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Guest
- Aug 7 2015
- Completed
Related ideas
I COMPLETELY agree!!!! When you have many constituents, with many payments and you want to ENCOURAGE them to use BBMS for automatic payments, it winds up being twice as much work to undo what is supposed to streamline data entry. It creates much opportunity for human error and defeats the purpose of even using BBMS as a processor! The ONLY reason we went with BBMS is because we were promised by our sales rep that this would be a total solution for reducing data entry and ensuring accuracy of data entry. It's actually creating more work and room for even more error!
Unfortunately, this was not the only fantasy promised to us by our sales rep and only adds to our dissatisfaction and frustration with a huge investment for a non-profit!!
This information that you sent previously is incorrect. This new option in e-Tapestry that will fix the online recurring payment being applied to a constituents pledge isn’t an option apparently.
Good Afternoon, Tammey!
Thank you for enabling that account and sending me over the record to look at. I think there was some miscommunication when you talked to the analyst previously. Unfortunately we can only convert "gifts" into pledge payments like here: https://www.screencast.com/t/2cNzXVMg
We can neither convert "recurring gifts" or "recurring gift payments" into pledge payments. If you don't want it linked to a recurring gift - it will need to be removed and added back in and linked to a pledge payment. I am sorry for that inconvenience. If you would like to see this added functionality to the database, we would recommend adding that idea to our community page for our developers to see that this is important to you. You can do that here: https://community.blackbaud.com/products/etapestry/ideas
Please let me know if you have any questions on the information provided, or if we can assist you further with this. You may reply to this email or log notes on our case on Case Central at . To chat with an analyst about this case, you can contact us via Chat Support at .
Thank you,
Sabrina Fowler
Customer Support Associate
Blackbaud, Inc. 501 North Pennsylvania Parkway, Indianapolis, IN 46280 800.468.8996 | Twitter
I was sent an email that this new feature in e-Tapestry will fix this issue but that is incorrect. It will not apply recurring payments to a pledge payment per Samantha Fowler, Customer Service Support. There was no button to convert to pledge payment on my constituents online payment so I contacted customer service and here is her response.
Thank you for enabling that account and sending me over the record to look at. I think there was some miscommunication when you talked to the analyst previously. Unfortunately we can only convert "gifts" into pledge payments like here: https://www.screencast.com/t/2cNzXVMg
We can neither convert "recurring gifts" or "recurring gift payments" into pledge payments. If you don't want it linked to a recurring gift - it will need to be removed and added back in and linked to a pledge payment. I am sorry for that inconvenience. If you would like to see this added functionality to the database, we would recommend adding that idea to our community page for our developers to see that this is important to you. You can do that here: https://community.blackbaud.com/products/etapestry/ideas
Glad for this, but you need to allow the gift to be able to be split between 2 or more pledges! Or split between 1 pledge and the rest a general donation. Can you ADD this feature?
This is amazing and very easy to use! Thank you so much!!!!
Here are the release notes in case you did not see them. This shows you the new functionality.
https://www.blackbaud.com/files/support/guides/etap/etapnf734.pdf
Thanks Mike!
Are there directions on how to make this happen?
Thank you Mike & eTapestry!
Thank you for your email. I will be away from the office from September
13th to September 15th and will respond to you when I return. If you
require immediate assistance, please contact Christine Walker at
christine.walker@lpl.ca or 519-661-5114.
Thank you for your email. I will be away from the office from September
13th to September 15th and will respond to you when I return. If you
require immediate assistance, please contact Christine Walker at
christine.walker@lpl.ca or 519-661-5114.
This was functionality is now available as of our 9/17/17 Release.
That is great news!
Diana Litvin
Office Manager
Long Beach Public Library Foundation
Ph: (562) 628-2441
Fax: (562) 628-2312
Email: info@lbplfoundation.org
www.lbplfoundation.org
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To make an online donation to help support the twelve libraries in Long Beach, please click HERE.
That is great news!
Diana Litvin
Office Manager
Long Beach Public Library Foundation
Ph: (562) 628-2441
Fax: (562) 628-2312
Email: info@lbplfoundation.org
www.lbplfoundation.org
[LBPLF 20th Anniversary logo Final - SMALL]
[likeusonFB email]
To make an online donation to help support the twelve libraries in Long Beach, please click HERE.
This functionality is scheduled to be released in September of 2017.
Awesome! Thank you for listening to the need and addressing it.
This functionality is scheduled to be released in September of 2017.
I don't understand why applying an online gift to a pledge is not possible. your customers are having to manually delete and re-enter transactions? This is very time consuming and frustrating, especially for those that have a majority of online donations. Please fix this!
It would be incredibly helpful and better for the integrity of our database if we could convert an online gift into a pledge payment. The current process creates multiple steps of manual entry that increase our margin of error.
It's really counterintuitive that this doesn't exist. Especially in a program that is so comprehensive and friendly in so many other ways. Online flexibility is key--please revisit this issue.
This is super important and will make life MUCH easier for ETAP customers.
I DO NOT understand why this is not possible. This is a basic accounting transaction. It is very frustrating that an online payment can not be applied to a pledge. PLEASE FIX THIS. Perhaps you can add a merge feature that connects the payment to the pledge. Thank you!