We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.
While it's good that the weekly digest pulls on processing date, so it can catch backdated gifts, it would be helpful for directors to see the actual transaction date in the digest. Sometimes data entry issues must be corrected by re-booking a gift, which makes it appear in the weekly digest even though it isn't new money. Seeing the transaction date would help directors differentiate truly new gifts from re-booked old gifts.
We too agree the weekly Digest email notification misinforms gift officers and it needs improvement. Possible acceptable solutions to consider include adding more context to the prospect giving line item - include actual gift date (donor recognition date) and processed date - or include some boilerplate disclaimer that a gift officer should review Commitments History or Cash Giving History before acting on the information.