Development: Major Update
Posted July 01, 2018
As announced earlier this year, we are expecting some very exciting changes in our Advancement / Fundraising module. The major release is planned for the first week of August. Any client can choose to migrate earlier. The upgrade will invalidate most DMT/DAT reports and filters, so please contact support@pcreducator.com to schedule complimentary upgrade assistance. Our client success managers will work with you on updating all your reports/filters to ensure smooth operations after the upgrade.
After the upgrade, pledge payments will be recorded as donations of type “Pledge Payment.” With this change our customers will enjoy a number of new features:
- Ability to record attributes on the pledge payment level
- Ability to convert a gift record to a pledge payment
- Improved tax receipt generation and tracking
- Improved soft credit tracking
- Improved campaign and fund allocation tracking
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