Honor/Memorial donations

Michele Badame

Hi everyone! First time asking a question here--sometimes we receive donations in honor of or in memory of someone whose family requests that in lieu of flowers or gifts, they send donations in honor of their loved one or their special day. We have a donation form (created in Luminate) that the donor fills in the Honor/Memorial name, and then specifies the name and address of who they want notified of their gift. I've noticed that each time someone enters this information, a new record is established for the Honor/Memorial. So, I could get 5 gifts in Honor/Memory of someone, and 5 new records are opened for that person. I then have to go in and merge those records until I have all in one record, and it is a time confusing and sometimes confusing process. I'd like to know if anyone else has encountered this issue, and how they handled it? Thank you in advance!

Austen Brown

Hi @Michele Badame - I recommend you post this question to the Luminate Online forum, if you haven't already. Your issue likely has do with how information is transferred from LO to RE.

Michele Badame

Ok, will do--thanks!

Sue Christensen

I agree with Austen, it is a setting in your profile that is causing it to create a new record each time, if you have it set correctly it will try to match on the one created the first time and you should be able to select that one during the import. It will always create a new one the first time if the person is not already in your database.

Amanda Tipper

Thank you for sharing your question - I'd been wondering the same myself.