Can you add a recurring gift-pay cash on a donor's record in web view

Joanne Felci

Hello!

We still have several recurring gifts that are processed outside of NXT (on a different third party platform). It is such a small number that it isn't worth using Importacular to import unless I'm doing several days at once.

I usually go to the donor record in DB View and add a new gift, system asks if this is tied to the recurring gift on record, I click Yes and it pulls all the data I need into the new gift…super easy.

I tried to do this in Web View and cannot figure out how…I see you can add a gift, but it does not give an option for recurring gift pay cash. Do you add the gift from the recurring gift record???

Lucy Ruiz

@Joanne Felci At this time, you will need to use database view to process third party recurring gift payments. Creating a recurring gift in Webview requires credit card information and processor information.

Joanne Felci

@Lucy Ruiz - appreciate the response. This is disappointing though and I hope they fix this/address it before they EOL DB view