Planned gift vehicle missing for Vehicle Addition gift

When adding an Addition gift to a Planned gift vehicle, the vehicle is missing for Addition gift record page.

Example:

Missing Planned Gift Vehicle Example
We’re currently evaluating this issue for a fix in a future release.

Steps to Duplicate

  1. Go to Prospects
  2. Select Search major giving prospects
  3. Open a prospect record
  4. Select the planned gifts tab
  5. Add a planned gift for one of the prospect plans
  6. Select a Vehicle of Living Trust
  7. Enter a gift amount with currency US dollars
  8. Select a Status of Accepted
  9. Select a Designation and click distribute evenly
  10. Click Save
  11. Select Add as Revenue
  12. Then click save
  13. Select Go to Revenue
  14. Click go to planned gift
  15. Select the Additions tan
  16. Click Add on the “additions” datalist
  17. Enter Gift Amount
  18. Select designation
  19. Click Distribute Evenly
  20. Click save
  21. Navigate to the new addition record
  22. No planned gift vehicle populates in the “planned gift vehicle” field (although “Living Trust” does appear in the large text above the form).

Environment

 Blackbaud CRM
 4.0

Was this article helpful?