Moving posted Gifts from one record to another.

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Roseann Whittenburg 2
Roseann Whittenburg 2 ✭
Sixth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

When moving a gift that has already been posted the GL in RE from one record to another do we marked the gift Posted or Do Not post?

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  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    Hi @Roseann Whittenburg - If you have Raiser's Edge NXT you can very easily move the a gift from one record to another without adjusting or re-entering the gift. See the Knowledgebase Article below for more information on this feature:

  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    Unless your finance office is tracking donor names…

    IMO General rule is gift post status should stay the same when editing, moving, etc.

  • Roseann Whittenburg 2
    Roseann Whittenburg 2 ✭
    Sixth Anniversary First Reply

    Thank you Austen this was really helpful, truly appreciate your input.

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