The other day I was adjusting a matching gift, but in the contribution editor the membership did not appear at all. I could adjust the gift, but not the membership nor the credited amount on the Matching/Credit tab. When the campaign is assigned to a membership Tessitura will not allow any adjustment on this tab. But since there is nothing in the membership tab to adjust/change, an adjustment to the membership/credited amount is not possible. Going into the matching gift record the gift amount on the donation tab for creditees shows the original amount, not the adjusted amount. A similar situation has occurred when trying to adjust the creditee for a gift from an Individual Foundation; when the membership doesn’t appear in the contribution editor, we can remove the soft credit from one record, but cannot assign it to another. On rare occasion, the membership will be visible during an adjustment, but more often than not it it's missing in the editor.
Has anyone else experience this? And is there a fix?
I've found that any time I adjust a soft credit that is part of a membership (which is often the case) I need to manually edit the t_creditee table afterwards.I think this is just the way it is, but would love if the table updated automatically upon adjustment.