Moving gift to another record

JoAnn Strommen

Love that there is an option to move a gift to a different record in web view. So much easier than dealing with in db view.

Just had to move a gift that came in online thru NetC to a new org record. Once all the other functions are transitioned, is it an option in programming to make it possible to move a gift from an individual record to an org record without having to move it to a blank record, change record type, etc. Or is it just not possible? ? On the long-term wish list.

Anthony Gallo

@JoAnn Strommen
I would definitely count this on the longer-term wish list. I am excited for the day that we can get to talk about these types of nuances again, because it would mean that we successfully moved all core workflows to the web and we are then squashing remaining requested items.