Are we not able to edit gift fundraiser yet in NXT

Denise Miller

Checking if anyone else is not able to edit a gift fundraiser on an existing gift in NXT webview?

Glen Hutson

Hey @Denise Miller , check out https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-solicitors-assign.html under Manage fundraisers credited for a gift.

Denise Miller

I did see that. We currently, on an existing gift record in web view, can only view the fundraiser credited to the gift. We currently do not have an option to edit the fundraiser originally assigned at the time the gift was entered. That was where my question derived from. In DB view, we can open the gift and remove or change who was assigned to the gift. That isn't an option for us over in WV currently. Thanks!

Denise Miller

I now see we have to click on "edit gift amount" to be able to make any revisions that would also include the fundraiser. That is a bit misleading as I thought you should be able to go to the fundraiser box within the gift and edit there. There's so much trial and error in some arenas to learn all of these nuissances. :)

Austen Brown

If you haven't already, recommend you visit the RE NXT Idea Bank and make sure this topic is listed, especially the bit about how it is confusing that the gift adjustment is hidden under the "edit gift amount" drop-down.