Settings and activity
24 results found
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3 votes
Ashley Taylor shared this idea ·
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11 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →
Ashley Taylor shared this idea ·
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104 votes
Ashley Taylor supported this idea ·
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17 votes
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22 votes
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28 votes
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131 votes
Ashley Taylor supported 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.
An error occurred while saving the comment Ashley Taylor shared this idea ·
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18 votes
Ashley Taylor shared this idea ·
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109 votes
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60 votes
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42 votes
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188 votes
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72 votes
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105 votes
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14 votes
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64 votes
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38 votes
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49 votes
Ashley Taylor supported this idea ·
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58 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.