When using Gift Entry to update that a Gift Transaction was paid against an existing Gift Commitment with a Gift Commitment Schedule, note that only one payment can be recorded per Gift Transaction.
Gift Transaction will autoname to the commitment amount, even if the entry amount is different (based on default)
Once Gift Entry has processed the Gift Transaction, any edits will require multiple steps and manipulation of the Gift Transaction status.
Once a gift commitment is applied to a gift entry, it cannot be removed (Gift Processing Status = Success).
Gift Transaction with a status of Paid can be edited, but it requires multiple steps and manipulation of the status. See the documentation here.
In order for the Gift Commitment to appear in Gift Entry it must meet the following criteria:
Effective Start Date must be populated
Status must be Active
Transaction Due Date on scheduled Gift Transaction must match Gift Received Date selected on Gift Entry
At this time, you cannot create Gift Entry templates. The ability to add and use templates was announced at Dreamforce ‘24 and is on the roadmap for the second half of 2025.
Gift Batching
To remove an entry from a batch, edit from the entry page. Using delete from the batch screen will delete the entry entirely.
“Set as Default” checkbox will autofill all fields exactly as set (including donor information) for each gift. Default will remain even if you exit and then return to the batch.