Import Gift Amendments for Recurring Gifts
We would like to update existing gifts with attention to Recurring Gifts. Our Recurring Gifts are often upgraded through Telemarketing and we need to update the Donation Amount, Appeal, Package, and Date through a Gift Amendment and often change Payment information on the Gift.
45
votes
Tim bishop
shared this idea
Recurring Gift Amendment import is COMPLETE! Thanks very much for your feedback. If you’re happy to see this feature added, please consider reviewing ImportOmatic on our linked in site: http://is.gd/ATQTJf
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nicole solano
commented
We also have a very similar situation. Tim, I'm wondering if you have a current solution you might be able to share? I would love to be about to update, amount, campaign, fund, appeal, paymethod, and cc information all at once!