Add option to create an organisation record when creating new Constituents from BBIS donation batches

All new records created from BBIS online donations batches are individual records; there’s no option to make them an organisation record.  This results in us having to manually create an Organisation record, move the revenue across to it, and delete the record that was created as an Individual (when it should have been an Organisation). Please add an option to create an organisation record when creating new Constituents from BBIS donation batches to avoid this problem.

  • Jo Moran
  • Jan 27 2017
  • Reviewed: Voting Open
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  • Admin
    Samantha McGuin commented
    February 27, 2017 15:05

    Hi - thanks for this idea!  I have a quick follow-up question. Are you wanting to make ANY donor an org record instead of individual, or, are you trying to make them an org record only when they select the corporate donation option on the form?

    Thanks,

    Samantha McGuin
    Sr. Product Manager