Settings and activity
24 results found
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1 voteProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Ashley Taylor shared this idea ·
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3 votes
You should be able to change the new organization profile to an individual, then merge it. Extra steps - I know, but that would be a current solution to the duplicates.
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5 votesAshley Taylor shared this idea ·
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48 votesProposed Idea · 3 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Ashley Taylor supported this idea ·
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35 votesAshley Taylor supported this idea ·
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57 votes
When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.
Ashley Taylor supported this idea ·
@Holly Spitz Thanks for your feedback! Yes, we actually have to do that a lot to clean up duplicate profiles, but the issue I'm referring to is when a duplicate profile has a ticket. The system will not allow us to merge duplicate profiles if one or the other has a ticket from a campaign. If we want to merge, we have to delete the ticket, merge the profile, and re-issue the ticket to the merged profile. We find the duplications are happening the most when an individual registers as an organization for a ticket. I thought a better alternative would be to only allow people to register as an individual, but have a field to enter their organization name if applicable.