Matching gift notes
Have you ever tried to edit a matching gift note in the Notes view? If you have, you’ll know it can’t be done. Because matching gift notes are linked to matching gift rules, they can only be edited in the Constituent view, where matching gift data is stored. To add or edit a matching gift note, open the Giving tab of the Constituent view in GT Pro (or the Prefer tab in Rainbow) and use right-click options in the Matching Gift Rules Note box.Published by Best Software Nonprofit and Government Division
Managing
Editor: Megan Hair, megan.hair@bestsoftware.com