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include recurring tax receipt numbers in the RELO sync
If LO is generating tax receipts and LO and RE are integrated, then the tax receipt number for these recurring transactions should post to the RE Gift records. With hundreds of recurring donors and 12 months in the year, that's thousands and thous...0
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Add Raiser's Edge Constituent ID to LO records
This is a basic field that should be available. One way it would help tremendously is in adding Assigned Appeals to RE constituent records that were included in an LO Email Campaign. Currently, we have to export the LO ID to a CSV file, copy these...0
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Allow for cross-referencing to RE Funds at the *product level* in E-Commerce instead of at the store level
We use the LO ecommerce platform for symbolic giving during the holidays (i.e. "give a goat to a family" or "give a school a computer") These are donations that have to be directed to specific funds, but they all come into RE as a single fund (sin...1
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Have Option for Company Gifts in Donation form to transfer into RE as an Organizational gift.
This will help us determine individual vs organizational gift. We're very split on our types of donations, and it's a struggle to determine what's what when it transfers in through RELO. Right now we have some companies putting their company name ...1
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It would be great if when an email is deemed bad in LO (i.e. Hard Bounce - 2 attempts), it communicates this to the RE record by marking the email inactive.
This is helpful when trying to get stats in RE of our useable Contributors email housefile, which differs from the LO houefile of everyone. I have no idea if an email is bad when I look at an RE record... unless I go into the LO record and check t...3
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SEO: Create the option to set-up unique meta data for ecommerce store pages/products
Unique meta titles and meta descriptions are very important for page ranking and indexing on search engines. Right now meta data can be set up for the entire store, however that creates duplicate titles for all pages and products contained within ...0
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Organization records and Gifts are not included in RELO integration?!
In order to get the organization gifts out of Luminate best practice is to run a Transaction details report in Luminate online report writer. Once this is exported from Luminate users can use this data sheet to Modify and Import in to Raiser's Edg...6
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Add a filter for RSVP events
Currently the filter only pulls records that have registered for paid events or gift transactions. We also need to see those records that have registered for the non-paying RSVP only events.0
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be able to send notifications from a calendar event
under Spere this was possible and was so important for my boss to know if a 10k registration came in right away. We upgraded to Luminate and lost the feature. I understand it is possible w/TeamRaiser but s/b available for both.0
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Sync LO "Allow Email" field with RE "Requests no email" field, both ways
At the moment, the sync is only performed from LO to RE. The sync should also happen from RE to LO.0