Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing 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
Financials
Customer references Customers who want to change a designation from annual giving to membership
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