Have payments inherit custom field values from their parent schedule
Have payments (pledge, recurring, membership) inherit custom field values from their parent schedule
Guest
Aug 5, 2025
This is a huge one for our organization as well. It creates a lot of problems for merge fields in letters and emails when trying to retrieve custom data that is populated in the membership schedule, but not the membership payment! I still haven't quite found a workaround for this.
Not sure if I was the original author on this one. and I can't vote any more, but wanted to give another shout out for this feature. In particular, we have captured auction item details on a pledge made at our event, and would love for that information to carry through to the related payment so that it appears on our reports. As it is, the detail is visible on the report UNTIL the payment is processed. Then in disappears unless we manually copy the custom fields.
This is a huge one for our organization as well. It creates a lot of problems for merge fields in letters and emails when trying to retrieve custom data that is populated in the membership schedule, but not the membership payment! I still haven't quite found a workaround for this.
Not sure if I was the original author on this one. and I can't vote any more, but wanted to give another shout out for this feature. In particular, we have captured auction item details on a pledge made at our event, and would love for that information to carry through to the related payment so that it appears on our reports. As it is, the detail is visible on the report UNTIL the payment is processed. Then in disappears unless we manually copy the custom fields.