multi-fund
Multi-fund donations currently don't offer the option to add a separate campaign to each of the different segments.
I currently still have to split a gift into multiple transactions to ensure that our analytic and data integrity is maintained. Should consider any analytics that are impacted and include additional fields like campaign and service area.
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. If you have any questions, issues, or concerns please let us know! Thank you.
-
Mindy Cleave commented
Accounting and Donor relations are separate roles at my employment.
When say a cheque is received, with instructions to have the donation split into two different funds (which have different purposes, campaigns, opportunities etc. linked depending on the circumstance.)
When a donation record is create for a cheque, selecting multi-fund only allows you to identify two funds, but no other reporting analytics are available for the two sub-funding sections of the cheque.