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push survey results to RE
Whether it's through the connector, or via export. If I download the survey report as it stands, i can get the LO ID number, but not the RE ID number - which I would need to upload into RE. I would love to get survey info over into RE! Am I alone?2
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RE-LO Connector from Omatic Software need BB to update API to use UNICODE/UTF-8 so that French accents load correctly from RE to Luminate
French names with accents are not showing correct formats2
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Add option for donor to pay for the credit card processing fees, essentially allowing 100% of their donation to be applied to the intended charity.
Blackbaud merchant services should complete the accounting of this before the donation is sent to charity. We should not have to back out payments, request refund of credit card charges etc.1
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Add a way for donors to indicate when a donation is on behalf of a company on a donation form.
We have individuals who make donations on behalf of a company, but the donation comes down into RE as an individual donation rather than as attributed to the company's record in RE. The reconciliation process is manual. We need a way to give the d...0
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Allow new sustaining gifts to carry into RE with the "EFT" box UNCHECKED
When a donor opts in to make a sustaining gift, the recurring gift template pulls into RE with the "EFT" box checked. This is a problem, because then those gifts too easily get pulled into our regular "EFT" batches in RE. Case in point, Mr. Smith'...0
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Include e-mail campaign data from LO in synch to RE
RE is our database of reference and we so segmentation for our appeals in RE so we need to e able to tell who has been sent what e-mail campaigns and how have they responded (opened, clicked....). This data needs to be either synched back to RE or...1
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Provide a "do not sync" option for offline TeamRaiser gifts added in LO
We receive many offline gifts for TeamRaiser campaigns that go through a deposit and data entry process in RE that is separate from LO. Many times we don't even know a check is for a TR campaign until it's already been deposited and entered/import...2
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Allow users to add guests in LO forms to sync in RE
Currently, when someone in LO has guests they want to bring to an event, those guests do not show up as participants. When looking at participants in RE, someone who has five registrations under their name might show up as one registration which d...3
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For RELO customers, add a link/button on constituent records in LO, allowing us to dirty them
This would allow us to resend constituent records from LO to RE without having to update a mapped field, then having to change it back, which is a long and cumbersome process: Update the record in LO Wait up to 15 mins for the update to flow to RE...0
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synchronizing gift details
The fact that gift records (and many other constituent info) are not being synchronized between RE & LO is really inefficient. Could you have all the fields available in both ends sync properly so that we don't need to make changes in both end...0