Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
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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.
Area of the Product | Database |
Org/Company Name | Transportation Alternatives |
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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!
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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.
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