The update, below, from November 2020, got us part of the way - but we could really use much more specificity with Edit, Create, and Delete permissions on individual Donations. 



2020-11-06.0
5. Updated adding a donation advisor to a donation to only require the edit permission. This process previously required both the edit and create donation permissions.



As a central finance office that processes all gifts, for 9 affiliate Foundations, we simply can't give all field staff full Create or Delete permissions in Donations - but that means we also can't allow them to go in an edit/add Campaign information without them also having Create and Delete capabilities. 

The issue is very similar to one that was solved with this 11-6-2020 update.

We need these permissions teased out/made more granular in this way for ANY fields on the Donation record that separate finance information from CRM/Development information.

Donation Advisor: Good now with the 11/20 update


Campaign: Need Add to be more like true Edit (to remove one and link another, without Create/Delete permissions)



Change Fund: BIG NO for anyone but finance staff



Change Spendable designation: BIG NO for anyone but finance


Link Pledge: BIG NO for anyone but finance 


Link Opportunity: Edit should be allowed without Create/Delete permissions

We have a work-around that involves us moving a weekly Donations report OUT of CSuite and sharing an Excel file for Development edits to Donations, then a finance person going back in to CSuite to make all changes to the Donation record. 

We'd love the system to allow us to be much more detailed with these permissions and be able to allow appropriate staff to do department-appropriate work. 


I know we are a larger shop, set up differently than most, but this is really important for our use of CSuite. All and any attention to this would be appreciated!