Filtering Luminate Online Gifts And Registrations In Raiser’s Edge
Does your organization use both Raiser's Edge and Luminate Online? Did you know that when processing Luminate Online gifts in Raiser's Edge, you can see specific Luminate Online gifts?
To see only certain gifts, on the Gifts & Registrations window, click Filters. You can filter gifts from Luminate Online by date, payment type, appeal, fund, and more. This can be helpful, especially if you have a large number of gifts to process or if you want to create a gift batch of a specific segment of Luminate Online gifts. It can also be used if you need to make a change to subset of gifts, for example if a Luminate Online donation form was set to the wrong fund.
Want more Raiser's Edge and Luminate Online tips and tricks? If so, we have a new eLearning course just for you!
In Integration: Managing Raiser's Edge and Luminate Online Integration you'll learn how Raiser's Edge and Luminate Online work together and what is integrated between the systems. Learn about common configuration options and how to set up Luminate Online cross-references and Raiser's Edge queries so information flows from one system to the other.
This eLearning course shows you how to easily process Luminate Online constituents and gifts in Raiser's Edge and how to use Luminate Online Queue Management to ensure everything runs smoothly. And, if you have the RE:Event module, you'll learn how to associate Events with Luminate Online Calendar Events and TeamRaiser events, and process the registrations from Luminate Online in Raiser's Edge.
This eLearning course is available to everyone with a Raiser's Edge or Luminate Online Learn Basics, Learn More or Learn Everything subscription. Launch the video now!
Action Item: To purchase a Learn® subscription, talk to your Client Success Manager today—and take advantage other great training opportunities! Learn Basics access is included for all Luminate Online and Raiser's Edge NXT users.
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