In the overnight sync going from Charity CRM to Access PaySuite DDCMS, the Gift aid box (in Access PaySuite DDCMS) is synced based on the Tax Claimable flag on the pledge created from the import. Where the Tax Claimable flag is set to Yes, this will be synced as a tick to the Gift Aid box in Access PaySuite DDCMS.
How Gift Aid is updated from Charity CRM to DDCMS
Which field in CRM triggers Gift Aid to be selected in Access PaySuite DDCMS.
O
Written by Ollie Denning