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Allow ability to Filter Gifts by Luminate Gift Type (Recurring, eCommerce, One-Time, TeamRaiser Gift)
We deal with over 500 online monthly gifts per month, large team raiser events, eCommerce products and of course thousands of one-time gifts per month. Our gift processing team has to handle each of these gift types differently once they get into ...1
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Allow Cross Referencing Options at the Team and/or Participation Type Level
Each participation type / and or team is fundraising for somethign different -- and so each is associated with a different appeal and a different fund... because I cant' specify which fund for which team, or which appeal for which team, I have to ...0
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Create better phone/email mapping options in RELO plugin
In the RELO plugin, I have to set the phone number coming from LO to map to ONE phone type. However, if a phone number comes through as Home when I have it marked as Cell in the constituent record in RE, I would like to be able to drop down the ph...0
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Make all donations viewable from RE to LO
The wonderful dynamic ask tool is great but not very useful seeing as all the gifts in RE are not populated in LO. Not having the ability makes the dynamic function useless. Our systems are integrated - should not have to do any imports. Also we a...0
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Allow for Solicit Codes to pass through to RE
Best practice in Raiser's Edge to track address opt outs is to track a Do Not Contact and Do Not Solicit but LO only passes the Send mail to? field. Please allow for the passing of data from a check box of "No Physical Mail" to path to a specific ...0
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Allow donation forms designee to cross-reference to the corresponding appeal, fund, campaign
WE have a Tribute form that allow a donor to choose the designee to be an option of four difference funds.0
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Should be able to cross reference appeals to products in e-Commerce
No description provided0
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Allow filtering in the plugin by BBMS Disbursement Cycle Deposit Date
Currrently you can only filter by date range. Would like to see the filter match up to what has been Deposited into the bank to assist in reconciliation. When there are large disbursements it is difficult to identify which gifts belong to the depo...0
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Sync Primary and Secondary Registrant Designations Accurately in the Events Module
Currently all registrations are being synced into the Events Module in RE as “Registrants”. This makes it impossible to tell who is a primary registrant versus a secondary registrant in RE. The current solution to this issue would be to create a r...1
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Sync Additional Information on Registration Fees tab of a Participant Record in RE
Currently the only registration fee information that is synced and included in Participant Record in RE, is the amount paid and the date paid. Without looking up what was exactly purchased in Luminate, it is difficult to determine the type of regi...