Tweet
Is it possible to add the "Fund" field to the Virtual Terminal, so that the proper fund can be chosen immediately? As it stand, we can enter the campaign on VT, but the fund default is applied, then someone had to go into the child payment record and correct the fund designation.
As designated funds are a big deal for non-profits (audits partly exist to be sure we properly designate funds as the donor desires them to be done), this would make us feel like the process was less likely to be error-prone.
A Campaign (in Salesforce) is for us a specific ask, appeal, or request for gifts, but gifts that are given in response to a single Campaign could be given to any number of funds.
... a little later, I discovered that I also cannot designate the fund in a C&P Pledge. If this could be done there, and automatically apply that fund to payments that go to that pledge, it would make that process easier and less error-prone also.
As designated funds are a big deal for non-profits (audits partly exist to be sure we properly designate funds as the donor desires them to be done), this would make us feel like the process was less likely to be error-prone.
A Campaign (in Salesforce) is for us a specific ask, appeal, or request for gifts, but gifts that are given in response to a single Campaign could be given to any number of funds.
... a little later, I discovered that I also cannot designate the fund in a C&P Pledge. If this could be done there, and automatically apply that fund to payments that go to that pledge, it would make that process easier and less error-prone also.
Comment