Individual summary dashboard for Employee Information includes pledges with write-offs in totals

For every organization constituent record, there is a Corporate Information view that shows details about revenue, employee information, and prospect plans related to the corporation.  The Employee Information tab summaries revenue, interactions, and employee details for specific organizations within the corporate hierarchy.  When the Individual summary is viewed for each employee of the organization, revenue is totaled by looking at pledges, but not payments applied towards those pledges, to avoid double-counting revenue.  However, if a pledge is written off, the original pledge amount is still counted, resulting in incorrect totals.

Download and install the latest version and patch, if applicable. 


 2.9.1001.88 ; 2.91.1535

Was this article helpful?