Brittaney Reep
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18 votes
An error occurred while saving the comment An error occurred while saving the comment Brittaney Reep
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I would like to second this idea! We have many instances where a large number of tribute gifts are received and donors identify various individuals they would like notified of the gift. We are unable to link the individual donation to the one to be notified. From a customer service prospective, this is frustrating and we look sloppy when trying to sort out the information (on top of the extra time required to process these gifts).
I'd love to know what people are doing as a work around here and how people are managing situations like this?!
Brittaney Reep
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190 votes
I am looking for 10-15 CSuite clients who would be willing to provide feedback on enhancements planned for Stripe duplicates and profile merge. If you are interested please reply to this email.
Best,
Holly Spitz
An error occurred while saving the comment Brittaney Reep
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I too love Mary Cummings' idea! I also want to emphasize the need for a tribute review in this process as well. When various donors identify different people to be notified of a tribute gift, we are currently unable to to link the individual donation to the 'to be notified' entered. They all get grouped together under a single tribute.
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23 votesBrittaney Reep
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18 votesBrittaney Reep
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103 votes
We are currently testing a new enhancement that will not create a profile for tributes. A User will be able to assign a profile to the tribute or just have the "soft" association.
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65 votesBrittaney Reep
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11 votes
You can create a Grant Custom Report to track refunds. After adding the report fields, filter on description, select the contains radio button and type in refund. The word refund is added to all grant refund descriptions by default.
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5 votesBrittaney Reep
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Here's an example of what we see on our end - I have 4 online gifts for the same tribute, and there have been 3 different 'notify' people identified. This is a pretty common occurrence in our office.