Content Comparison

Pledge Amount

• supposed to be fix in v26

• proposal to create a new formula field to calculate and exclude voids

• update report to point to the new formula field

• we think we are not using this field though.

• hide the field

Missing Soft Credit on a corrected

add soft credit to the pledge

link the soft credit to originating pledge/transaction

discussed about our schedule

24 Oct -

26 Oct - 2023-10-26 AQ Consultation Session 1

8 Nov -

10 Nov - 2023-11-10 AQ Consultation Session 4

15 Nov - cancelled

17 Nov - today - work on spreadsheet

• 21 Nov - Pledge write offs and Matching Gifts,

• 22 Nov - Q&A(general), Overview Smartchbatch 2.0

• 23 Nov -

• 27Nov - Apsona and receipting

• 29Nov - Covering account

• 1 Dec- Overview of the entire consultation overall; release 25 & 26 (benefits of upgrading for the business and things to turn on for smart batch).

set aside time for technical team, review recommendation and opportunity to ask questions.

extra GRC record created when adding transaction

tested and confirmed this issue is now resolved in v26

When using the add transaction to existing gift function it does not give you an option to add a soft credit.

Procedure:

1. Create a gift with soft credit to another account

2. Add transaction to previous gift (When using the add transaction to existing gift function it does not give you an option to add a soft credit)

3. How do we add the soft credit to the same soft credit gift as before?

Priscila to look into the add Transaction soft credit issue

no ticket

how to refund the balance but its not specific to transaction.

• Priscila showed a process to do it but we are not so sure if this is the best way yet.

• Also, we didn’t want to refund a specific transaction