1) When creating a Major Gift Opportunity, you are now required to select a potential donor (person or organization). Once a Major Gift Opportunity is created, you cannot edit the connected donor. (#34367)
2) It is now also possible to delete a major gift opportunity. Before you could just inactivate a major gift opportunity. Inactivated major gift opportunities are shown in lists, but with strike-through. (#35072)
FAQs:
When should I delete and when should I inactivate a major gift opportunity?
3) We have also rearranged the menu alternatives in the left menu to be more logical. (#35068)
The new order is (depending on what fundraising features are enabled):
- Campaign Overview (requires “Gifts and campaigns”)
- Payments (requires “Gifts and campaigns”)
- Activity plan (requires “Stewardship”)
- List unmanaged donations (requires “Online donations”)
- List managed donations (requires “Online donations”)
- Edit donation form (requires “Online donations”)
- Manage recurring gifts (requires “Recurring gifts”)
- Log of recurring gifts (requires “Recurring gifts”)
The previous order was
- Edit donation form
- List unmanaged donations
- List managed donations
- Log of recurring gifts
- Manage recurring gifts
- Campaign Overview
- Payments
- Activity plan