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add a search feature to Constituent Info and Gifts & Registrations
We work in batches when checks are received and with about 500+ records in the pipeline it gets cumbersome to find donor names in the long list. Also, everytime one donor/constituent is processed in Constituent Info, the list resets to its origina...0
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Enable site administrators to resend registration confirmation emails.
No description provided0
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Provide ability to reject unprocessed constituent updates in Bulk Processing.
I process Constituent Information updates and then the Gifts and Registrations. I would like to be able to process all the gifts and registrations as a bulk update, but if I do that, the unprocessed constituent updates get processed. The Sphere co...0
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make it optional for TR fundraisers to be marked as solicitors in RE
I do my reporting on fundraising in Luminate itself and don't want RE to be filled up with lots of extra solicitors which I will just have to maintain and update. The participants who fundraise through TR come and go from year to year. The solicit...0
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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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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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Duplicates that don't go through in RE should not go through in LO.
When merging duplicates in RE, the system prompts you to let you know that this will be performed in LO & RENXT, if for some reason the merge doesn’t go through the record is marked inactive in LO but still remains in RE Classic/NXT. Leaving i...0
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Map Gift Attributes from LO to RE
In BBNC we could collect premium information in the donation form and have it available for importing into RE. Using the "premium selector" field in a LO donation form, however, will not provide data in RE or map to a "gift attribute" in RE.The sa...2
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enable Luminate contacts to be synced in RE records
I would like to be able to track which donors are receiving which communications Luminate communications/campaigns. Ideally there would be an action as to having received a luminate communication in the donor's RE record as an engagement touch poi...0
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add reporting and queries to training
We spend a lot of time and effort to create wonderful events in Team Raiser yet they do us little good if we have no idea how to extract data. Queries and Reports in LO aren't like RE so that does us little good as well. Doesn't have to be somethi...1