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Move Transaction between Campaigns
planned
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Nathaniel Kibler
Is there any update on this?
It's difficult to keep track of transactions across campaigns when donors accidentally use our general fund campaign, but clearly designate the funds to one of our active campaigns in the comments. It would be a huge help if we could move the transaction to the right campaign!
Sunny Ellis
Nathaniel Kibler: This is a planned update, but we don't have a timeframe for completion right now. Thanks for reinforcing how important it is!
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Steven Rand
I would love to see this happen.
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Nathan Peck
Yes, this should be basic functionality for command and control as donors often give to the wrong campaign.
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Kristie LaRocca
Please allow a way to merge campaigns in case of spelling errors such as General Donation and General Donations.
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Jennifer Coughlin
Agreed, this would be so helpful
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Carrie Maria
Yes! Donors often donate to the wrong campaign (no donation is wrong!) and it's hard to track accurately when we can't move the donations. This was a standard feature years ago in other fundraising software platforms we have used. This is a massive issue for recurring donations too.
Karl Chambers
This will solve a big problem for us.
Liran Cohen
planned
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Chad Ryder
This is huge. We have growth bars that aren't reflecting the correct statistics because donors didn't give on the correct campaign. In fact, to solve this issue you also need to allow growth bars to report the growth of a fund, not just the growth of a campaign.
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Colgan Crew Treasurer
This should be a simple fix for GB...give backend managers the ability to move the donation to the correct campaign!
Liran Cohen
Colgan Crew Treasurer: I understand the frustration here, and we are working towards a solution. However, I want to add some context as to why this is not as straight forward as it may seem. Givebutter provides the ability to withdraw funds based on campaign (which is very helpful for accounting purposes). By allowing donations to be moved across campaigns, this would cause payouts to potentially be inaccurate, particularly if funds have already been withdrawn. I hope that makes sense. We'll keep this updated as we make progress.
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Colgan Crew Treasurer
Liran Cohen: while I can appreciate that, I hope you see what everyone is asking for. Maybe give us the option to move the transaction to the correct campaign BEFORE it is paid out. Then lock it once it's part of the payout process. Our first campaign just opened and we didn't know we needed to shut down the "general donation". I've since made that inactive to force only one campaign available for donors. But now I have a team member with two donors outside of the campaign and want to give her credit.
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