Welcome to Luminate Ideas!

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.

If you believe you are experiencing a defect please contact Support.

Add ACH account and routing number from LO to the recurring gift information in LCRM

Add ACH account and routing number to the recurring gift information in LCRM, like with credit cards. When the ACH information is updated on the RG in LO it should be reflected on the RG in LCRM. There are no fields currently mapped for this: https://www.blackbaud.com/support/howto/coveo/luminate-crm-integration/Luminate_Field_Mapping_Guide/Recurring_Pledge.html

 

We could create a work-around process by updating the RG when the current installment on the RG comes into LO. But if we update the ACH information in LO on the RG we would not see the most current information in LCRM, so why bother. We might have to wait up to a month for the current information to appear on the RG in LCRM.

ACH information should appear the same as credit card information on the RG in LCRM, connected to LO.

  • Lori B
  • Jan 8 2019
  • Reviewed: Voting Open
Area of the Product Donations
Org/Company Name Plan International USA
  • Attach files

Privacy Policy | Safe Harbor Notice | Terms of Use | Acceptable Use Policy | © 2019 Blackbaud, Inc. All Rights Reserved