Recurring Gifts

Is it possible to change the Fund, the Campaign or the Approach on the recurring gift schedule and have that change reflected on all payments related to that gift schedule. Currently each payment has to be changed individually, which doesn't make a lot of sense.

  • Guest
  • Aug 8 2017
  • Attach files
      Drop here to upload
    • Alli h commented
      March 23, 2022 18:02

      I'm wondering this too. So far I change each one individually when some are marked with an old titled campaign and I want to update it to the new one. that's time consuming. has to be an easier way.

      Attachments Open full size
    • Kenny Wilson commented
      October 29, 2017 21:54

      It's not as simple as I wish, but I do think you can create a query for "Recurring gifts for only that account", and then mass-update those gifts to show the campaign or approach that you want.

      Attachments Open full size

    Related ideas