37
VOTE
Status
Not Prioritized
Categories
Payments
Transactions
Created by
Guest
Created on
Aug 2, 2024
RELATED FEATURE REQUESTS
Move a transaction and payment method to another constituent
Note: The root issue for most of the requests seems to be payments made through online forms on behalf of an organization. If that's your case, too, please check out Move a transaction and payment method to another constituent and upvote that first!
Once a payment has been entered on the wrong constituent, it can be moved to the correct constituent by deleting it and re-entering it. This can be tedious, and if it was an online payment the payment method will be connected to the wrong constituent.
Creating a feature to move a transaction and payment method to another constituent would help keep payment methods associated with the right donors, and reduce time spent doing data cleanup.
This basic feature was used often in my last database. Now that my organization has moved to Bloomerang, I am having to correct data that was converted into wrong accounts. Having the ability to transfer a transaction to the correct account would help provide a clean and accurate database, as well as save time.
Currently, we have three constituent fields, one transation field, and 2 weekly reports to document "transaction transfers." This is very time-consuming to manage. Generally, this is associated with our Membership program, and while we are using the new membership feature, I don't expect this to improve. Deleting the transaction and re-entering it on the correct accout creates two problems: (1) ends recurring transactions, and (2) deletes the name from the payout report leaving our business office unable to track payments back to the exact transaction.
We need this feature.