Batching of TeamRaiser registrations and P2P donations
It would be fantastic if we could submit offline TeamRaiser registrations and P2P donations in LCRM batches. The lack of this functionality is making things difficult for our Finance team's reconciliation between Salesforce and the GL.
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Deleted User
- Jun 9 2015
- Already exists
| Area of the Product | Database |
| Org/Company Name | Transportation Alternatives |
Related ideas
https://www.blackbaud.com/howto/luminatecrm-newfeatures.aspx?mkt_tok=3RkMMJWWfF9wsRomrfCcI63Em2iQPJWpsrB0B%2FDC18kX3RUvIr%2Bfagfind1SFJk7a8C6XFdEQ91W5SEVQrXB
Here is the link to the new features page. We improved the workflow in the May release to prepopulate some of the data to make it easier. There is a video in the link above. Hope this helps!
This exists in LCRM batches today. The batch utility allows you to select an event and a registrant to apply the donation to, and the offline donations will sync to TeamRaiser to update the thermometer.