Has anyone tried to bulk update gift commitments : amount or frequency ?
Like how am I supposed to massively update these records ? Because creating a new GCS, modifying the existing GT update the Currenct GCS on the GC and doesn’t seem the correct way to go nor does it properly working
#Nonprofit #Nonprofit Cloud #NonprofitHelp #Non Profit Community ##nonprofitGreetings, @Ilias Chorafas
I am curious if you figured out a solution, since this matter was raised in February. Can you share your solution?
If the problem remains, I’d like to better understand your situation by having you answer a few clarifying questions:
1. Are you trying to update existing gift commitments directly on the Gift Commitment object, or are you updating them via the related Gift record?
2. When you mention “creating a new GCS and modifying the existing GT,” are you referring to using the Gift Commitment Schedule (GCS) related list or a custom automation/process?
3. Approximately how many records are you trying to update at once, and are you looking for a point-and-click solution (like Data Import Wizard/Data Loader) or are you open to Apex/data manipulation tools?
Thank you in advance-
Katende
