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.
Provide a "do not sync" option for offline TeamRaiser gifts added in LO
We receive many offline gifts for TeamRaiser campaigns that go through a deposit and data entry process in RE that is separate from LO. Many times we don't even know a check is for a TR campaign until it's already been deposited and entered/imported to RE. When we add that as an offline gift in LO, it would be so much easier to be able to indicate "Do not sync to RE" at that point. Right now the gift will automatically come over to RE and we have to either try to identify it in the plugin and reject it (very time consuming and inefficient), or allow duplicate gifts to be created in RE and then go back and delete them later. This wastes so much time and is prone to errors as inevitably some are missed.
-
Rebecca Gelinas
- Jul 19 2016
Related ideas
Privacy Policy | Safe Harbor Notice | Terms of Use | Acceptable Use Policy | © 2019 Blackbaud, Inc. All Rights Reserved
Yes! This needs to happen. It's an issue for our organization as well.
Attachments Open full size
THIS IS A HUGE ISSUE FOR US. We have to deposit these checks and enter them into RE for reconciliation with Finance. Then when they get entered as an offline gift in LO, they push into RE again. Very inefficient awful user experience.
Attachments Open full size