Causeview Q&A User

    Why is the Fund being overwritten by the Appeal?

    I created a Gift Batch Template and set a default value for the Fund. However, when I enter a gift in the Gift Batch Interface, the Fund keeps getting overwritten with the Fund associated with the Appeal. Why does this happen?


    3 years ago

    Replies

    Karen Guanzon

    Training Manager

    The expected behaviour:

    The Appeal always drives the value in the Fund field. Even if you preset the value for Fund in your Gift Batch Template, when you tab over the Appeal or when you select a different Appeal during gift entry in the Gift Batch Interface, the value in the Fund will always get overwritten with the Fund associated with the Appeal. 

     

    When will the Fund that I set as a default in the Template be used?

    The value you set as a default in the Gift Batch Template will only be used (or will only stay as is on the Gift Batch Interface) if you do not tab over the Appeal field or if you do not select a new Appeal.

     

    Thank you,

    Karen Guanzon

     

    3 years ago
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