Removing Revenue Category on a Pledge Record Removed the Category From All Payments Towards the Pledge

Users may find that removing the revenue category from a pledge record removes it from all payments towards the pledge. 
Revenue Category items will be removed from pledge payments if the revenue category is removed from the pledge record itself.  A better approach to recording information if this impacts users is to look at using Attribute Categories instead.

Steps to Duplicate

  1. Open a pledge record that has more than one installment.
  2. Click "Edit Pledge"
  3. Change the Revenue Category to a new value or blank
  4. Save the Edit Pledge form
  5. Open the installment records and note that revenue categories have been changed on all installments


 Blackbaud CRM

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