Updating the Gift Type on records
Hi All,
I have a question about modifying Gift Type after it’s been entered into a record. For example: Is it possible to change the Gift Type on a record (e.g., updating "Smith’s" Gift Type from Cash to Soft Credit) after it’s been saved? If yes, which API call or method should I use to achieve this?
I came across the API call below to update certain gift fields, but it doesn’t seem to support modifying the Gift Type field specifically.
Thank you!
Comments
-
@Venky Immadisetty
Hi, “soft credit” is not a gift type. “Cash” is, which is “One-time gift” in webview, which is “Donation” in API, they all mean the same thing.You cannot “create or update” a gift to gift type “soft credit” as it is not a gift type. Soft credit means a gift is soft credited to someone else. (A company “John Smith Incorporate” send in a check of $100, will be recorded as “direct credit” on the “John Smith Incorporate” record, and if the gift is “soft credited” to another constituent record “John Smith”, then on John Smith record, it will show as One-time gift ($100.00 Soft credit).
The edit gift (PATCH) api endpoint cannot add soft credit to gift already created. Only when a gift is created by API (POST) endpoint where you can specify soft credit receipient.
1 -
@Alex Wong
Thank you0
Categories
- All Categories
- New YourCause Community TEST
- New SKY Community TEST
- New Grantmaking TEST Community
- New Altru Test Community
- New bbcon Community - TEST
- 12 Blackbaud Agents for Good™
- New Raiser's Edge NXT Community
- 8 Blackbaud Community Help
- 221 bbcon®
- 1.4K Blackbaud Altru®
- 410 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.2K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 16 donorCentrics®
- 361 Blackbaud eTapestry®
- 2.7K Blackbaud Financial Edge NXT®
- 685 Blackbaud Grantmaking™
- 602 Blackbaud Education Management Solutions for Higher Education
- 3.3K Blackbaud Education Management Solutions for K-12 Schools
- 953 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 85 JustGiving® from Blackbaud®
- 7K Blackbaud Raiser's Edge NXT®
- 3.9K SKY Developer
- 257 ResearchPoint™
- 123 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 247 Member Lounge (Just for Fun)
- 40 Blackbaud Community Challenges
- 37 PowerUp Challenges
- 3 (Closed) PowerUp Challenge: Grid View Batch
- 3 (Closed) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 827 Community News
- 3.1K Jobs Board
- 57 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
