\uD83D\uDDD3 Date
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Item | Notes | Ticket | |||||||||
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1 | Pledge Amount |
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2 | Missing Soft Credit on a corrected | add soft credit to the pledge link the soft credit to originating pledge/transaction | |||||||||
3 | discussed about our schedule | - first session, introduction. where is the recording? - 2023-10-26 AQ Consultation Session 1 - cancelled (Priscila unwell) - session 2, where is the recording? - - cancelled (access to the org) - 1.5 hour 2023-11-13 AQ Consultation Session X (Priscila was travelling to New York and we have NY &capacity planning on same day) - 2023-11-10 AQ Consultation Session 4 - cancelled (Priscila had an emergency) - 2023-11-17 AQ Consultation Session 5
set aside time for technical team, review recommendation and opportunity to ask questions. | |||||||||
4 | extra GRC record created when adding transaction | tested and confirmed this issue is now resolved in v26 |
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5 | When using the add transaction to existing gift function it does not give you an option to add a soft credit. | Procedure:
Priscila to look into the add Transaction soft credit issue | no ticket | ||||||||
6 | how to refund the balance but its not specific to transaction. |
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7 |
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