Ability to edit gift designation prior to invoicing/disbursement

Some gift approvals (matching, incentives) require edits to designation (stipulate non-religious designation when giving to religious orgs) - end users cannot edit designation field post-submission.

  • Liz Rush-Smyth
  • Sep 18 2024
  • Will not implement
Client Name Linde
Employee Name Jodi Martino
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  • Admin
    Chris Mathew commented
    25 Sep 21:13

    Hey Liz, thank you for your submission. For editing a designation when it comes to match request, this needs to be done prior to the match being approved. If a request comes through, in which a designation needs to be adjusted, that match request needs to be set to resubmit asking those users to make those adjustments. To note prior to a grant request being approved, the donor is able to make adjustments to designation. Also to note, designation is a field that is locked when a grant request has been forwarded to processing as this is vital information that needs to be shared with the non-profit. Once it needs to become processed, editing becomes locked.