Just heard from a disgruntled donor who received a pledge reminder because her fifth and final annual payment had been applied to a more recent paid-in-full potential (from a phonathon) instead of the open pledge she made five years ago. The potential was ten times smaller than the amount of her payment and already had a $0 balance, so I had to test to see how/if this could happen, and it can. Of course, there was other giving detail between the two transactions which prevented the gift entry operator from seeing the older/correct open pledge.
We’re using Millennium v2014.1 and there is no warning when a pledge payment is about to be applied to a pledge that already has a $0 balance. I searched both KB and the Forums and did not find anything on this exact topic (although I have trouble searching Forum and look forward to trying the new platform next month).
Does anyone know if the most recent version of Millennium issues a warning in this situation? If not, I would appreciate hearing about what other sites have implemented to reduce the chances of this happening.
Hoping the solution is "as simple as" installing the latest version....
Kristine Anderson Fulton ‘89
Assistant Vice President
Office of Institutional Advancement
Phone: 417-667-8181, ext. 2286