Altru Ideas

Being able to change designations on recurring gifts for sales orders

Right now you are able to change the designation of the recurring gift itself, but not on the order that it initially came in as. That just makes no sense and makes everything not match for tracking and auditing purposes. In order to change the designation, you would have to refund someone's credit card and then recharge it, but that is asking a lot especially since you are able to change designations on all other types of orders. And since you can change the recurring gift itself but not the order, that makes it so it doesn't match.

  • Guest
  • Oct 13 2022
Customer references Customers who want to change a designation from annual giving to membership
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