Symptom:
Data Examiner > Setup > Define Defaults > Gifts: “Credit for spouse” button is not working – the spouse is not credited for the gift
Product Line:
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Symptom:
When an ADE Import Source is selected during the Manual Update process and a pending record is deleted. The ADE Import Source reverts back to the default ‘Source – All’.
Expected Behavior: The current ADE Import Source will remain active until the user selects another...
Product Line:
Symptom:
When you try to connect to Wealth Engine with a constituent that has an apostrophe in their name, the connection is never made to the site.
Expected behavior: To be able to connect to the Wealth Engine site to view information for constituents regardless of the...
Product Line: