System Generated Notes
We are spending time each week going back and reviewing and copying over the System Generated Notes that come from donor notes/special instructions in Stripe. This means taking several steps to manually copying them over to the Donation Transaction so that they show up on the donor portal. It is the only way we can ensure that donor intent is carried over for our advisors to see in the donor portal. It can take a long-time during heavy volumn times like year end.
Stacy Caldwell
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