I would like to be able to track pledge write offs by use of a reason code and provide a place to select this code within gift form (or it's write off screen) itself.  The idea would be that when a gift is written off a drop down box would provide pre-defined reasons as to why.  i.e. Unable to contact donor or pledge withdrawn or pledge replaced with new one.   Any suggestions?

I use the reference field on the write off screen because every situation is different I would have a hard time coming up with a standard list.  But also on the write off there is an attribute tab.  If you want a drop down list you can create an attribute there.

Hi Melissa-

thanks for your great suggestion.  I understand how to get to the gift tab and add an attribute, but how would I add one to the write-off location?  How do I get into that level?

i asumed it was a separate table but it looks as if it uses the same table as the gift attribute table.  If you go into config - attributes and add a new gift attribute called "write off reason" you should be able to create a drop down list.

Unfortunately you the attribute will be available on all gifts including write offs.  You will need to set some type of policy on where the attribute goes - on the original pledge or on the write off.  I suggest on the write off because if there is more than one WO on a pledge you can tell which reason goes with which WO.  Otherwise it could get confusing.

Thank you your tip on write-off was really very helpful to me.

 As I am new user of RE, can you please let me know how to define two currencies against one country i.e. in Denmark two currencies are in use danish Franc and Euro.  The table named Instrnational accept one one currency against each country, please help me.

Ali Khan

I used to live in Denmark.  The official danish currency is the Danish Krone.  I am sure since the euro is so widely available in that area that they are often used but it is not the official currency.

How you manage to record donation which is not in Danish Krone.  Are you converting all in your defualt currency and keeping notes or you are keeping record in original currency instead of converting into Danish?