Hi everyone, In a DBV Constituent Export, need to include a custom attribute that relates to a Child/Parent relationship. I haven’t found clear documentation on the exact steps, and I’d love to learn how others have handled this. Has anyone successfully pulled in custom attributes tied to Child/Parent relationships? 2. If…
We are working on making our reports more efficient and need input. Currently, we are trying to find a better way to combine both contributions and non-contributions on our reports and pledge reminders, but not annual statements (we still use the database view report). I am looking for suggestions or ideas on easier ways…
Hi All, My organization is currently looking to restructure and define CFA's within our database. Currently we are inconsistent with appeals, some events are classified as an appeal, and some are not. One current issue that we would like to fix with this is when doing financial reporting. We currently have to pull from…
Hello, The situation is that we have a guest for our event who is bringing 5 others with them. The host of this party did not want to use the online form for his payment etc. as he didn't know the options of each guest (menu selection, dietary restrictions, accessibility requirements etc.). We have since been in touch,…
We need to understand trying to activate our Portal. What subdomain are people using and how is this working? keyed in give.ourinstitution.edu and got an error message… Subdomain includes invalid characters
We are planning to go live very soon with OL Donation Pages and BBMS. We made a sample, live payment in Production to flesh-out examples for how the Thank You Email and also the Receipt Email will present. However, we never received any emails. Support says that they were sent. Conversations with our IT Department revealed…
I am looking to see if anyone has used something for RE and Airtable integration and if so what do you use? What is the rough cost? Is it easy to sync back and forth?
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The new consent module does not update records with the identical consent. If one consent is different then only that record is updated. This therefore is an issue on retention policy and audit. We have 4 "status" options : Opt-In; Opt-Out; No Response (which we use to record Legitimate Interest) and blank. The last…
We need great event management software for a major fundraising gala that integrates well with RENXT. We are looking for features like mobile interface, live auction bidding, seating charts, etc - all of the bells and whistles. We've used OneCause in the past and we're looking for a new option. What are your…
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