Allow for import of recognition credits to both a new and existing constituent within the same batch

Within an enhanced revenue batch import, we need the ability to add a new gift and assign recognition credits to the new donor, in addition to assigning recognition credit for this new gift to an existing constituent. Although the "new/edit constituent" collection folder has recognition option, and a separate "recognition credits" folder is also available, these two currently do not work together . Result is the recognition credit for the new donor is assigned, but the end user must manually go through each row of the batch to add any recognition credits to existing constituents that should also be assigned. This would be a very important function for peer-to-peer fundraising files.
  • Bethany Davis-Avery
  • Nov 9 2015
  • Reviewed: Voting Open
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  • +31