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CommunitySuite Idea Lab: Donations/Pledges/Promises/Public Securities

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Edit Profile Payments

Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.

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Charles Case shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  Skye Weber responded  · 

Hello,

Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

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Show previous admin responses (5)
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  • Anna Wagner commented  ·   ·  Report

    I'm so surprised this still isn't corrected. Profile payments are now used for multi-fund public security gifts, and it is AWFUL if there is any mistake/accident on the front end. Right now, we have donations that were entered to the wrong profile payment, and we have to delete them to be able to delete the profile payment. This causes a gap in the donation numbering that will populate on the audit, with no logging available because the whole thing has to be deleted.

  • Anne Reid commented  ·   ·  Report

    This is a critical need for my organization and Finance Team. This is especially important to being able to edit a Stripe donation that is intended for a non public fund and we have to reclass the donation to the correct fund (easy to do in CSuite) and BUT ALSI need to correct the profile payment fund and the credit card fee going to the incorrect fund.

  • Susie Lotreck commented  ·   ·  Report

    ABSOLUTELY NECESSARY! It is a painful process to go through all that work with multiple donations for a profile payment and then have to delete all of it is an error was made with total amount etc. and then have to reattach all the gift documentation file to each donation all over again. I am surprised CSuite doesn't pop an error message when the total of donations entered does not equal the Open balance amount entered originally.

  • Christine Cunningham commented  ·   ·  Report

    It would be so helpful to edit a profile payment instead of having the delete it because the date may need changed or you need to select a different profile, etc. 7-19-2023

  • Jamee commented  ·   ·  Report

    Agree - this would be hugely helpful!

  • Charles Case commented  ·   ·  Report

    Please add the ability to edit profile payment details. If you've gone through the process of creating a profile payment but set an incorrect date or amount, the whole profile payment has to be deleted. This is particularly challenging once you've already created invoices and donations tied to the profile payment.