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Re: Merchant Services, Suspect Transactions
@Lyngblomsten Foundation discussion moved to the Online Express forums. I'm also in the process of looking for an answer for you with my team. Thanks!
Re: Merchant Services, Suspect Transactions
@Kathleen Mone - Here's a help doc that explains what a Suspect Transaction is and how you can approve/deny a suspect transaction. If you suspect a transaction is fraudulent, I recommend rejecting it.
Re: Possible to void a previously cleared check?
As long as that check has not been reconciled, you can change the status to outstanding and then void the check. If the check has been reconciled in FE, I don't believe you can void it.
Re: What is your favorite part of your job?
My favourite thing is the grateful face I get when I help someone with a list or a task they were struggling with, and I can offer a solution. Makes all the challenging days worth it!
Re: BBCON Value for Altru Users
I attended bbcon in 2019 and there were some altru specific sessions, arts & culture specific sessions plus meet-ups. The most useful part was the Blackbaud University Day, which was the day before the conference. There were actual classes that taught a lot of Altru how-tos. I'm not sure if they are having that again, but I would recommend it if they do.
- Tamara
Re: Reimbursable Grants
Please come and sign up for the Blackbaud University Reimbursable Grants class!
Re: Exporting if donor made a Tribute gift
You can also run a gift query to find only the tribute gifts during the timeframe you want. Under the main Gift node, scroll down to find Tribute Gift which is probably the last field. Add your date parameters and gift types as filters, and include the constituent ID in your output. That will make it very easy to do a VLOOKUP in Excel to add the tribute gift indicator to your main list.
This implies, of course, that you have the Tribute module and every tribute gift is connected appropriately.
Re: Merchant service - Venmo, Paypal
Here are the instructions for setting up Apple Pay:
For PayPal, you need to connect the PayPal business account in BBMS first:
Re: Merchant service - Venmo, Paypal
It didn't cost us any more to have these options on BBMS, and then used in various donation forms technology.
Re: NXT Add In- Adaptive Card (close after entering info)
@Kevin Fletcher this is now completely resolved when Blackbaud introduced the new webrequest action feature.
I create the AIAC (All-Inclusive Adaptive Card) template utilizing this, so everything is more seamless and transition smoothly from initial input, submit, to final response message from submit.