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.

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Allow new sustaining gifts to carry into RE with the "EFT" box UNCHECKED

When a donor opts in to make a sustaining gift, the recurring gift template pulls into RE with the "EFT" box checked. This is a problem, because then those gifts too easily get pulled into our regular "EFT" batches in RE.  Case in point, Mr. Smith's sustaining gift is supposed to process in LO today, but it hasn't happened yet. So when I went to generate my EFT batch in RE (to generate payments for recurring gifts and pledges that were made offline in RE), Mr. Smith's gift pulled in to charge! Luckily, I just know to check for these and delete them. But this is especially problematic if anyone other than me goes to run EFT batches. Lots of potential for double-charging!

  • Guest
  • Dec 30 2019
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