Source Code used in only one Marketing Effort does not auto-populate the Effort and Appeal fields of a Payment

When using a Source Code that's only been used in one Marketing Effort for a Payment, one may notice the Source Code does not auto-populate the Effort and Appeal fields.
For the Effort and Appeal fields to be populated automatically after entering a Source Code, the Source Code can only be used by a single Segment and a single Marketing Effort.

Steps to Duplicate

1.   Navigate to any constituent record. From the constituent record, click Add payment. The Add a payment window pops up.
2.   In the Add a payment window, enter an Amount, select a Designation, and click Add. Click the Marketing tab and enter the source code in question in the Source Code field. Tab out of the field and see that the Effort and Appeal tabs are not automatically populated despite this source code only being used for one effort.


 Blackbaud CRM

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