allow users to import updates to revenue recognition

We have a list of revenue IDs for revenue already in CRM, and a list of corresponding Recognition type and Lookup IDs for recognized donors (this is more accurate as there are many people with same name), recognized amount, & date.  There currently isn't a way of importing this into the system.   Ideally we'd be able to do this without triggering a revenue adjustment.

  • Guest
  • Dec 22 2015
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) Crohn's & Colitis Foundation of America - National Office
Reported Version 4.0
  • Attach files