Guests Gifts and SC not linking to event and participant
K
Kim Matousek
started a topic
over 7 years ago
Hello,
I successfully imported the Guest. When I import the gift it is not linking to the guest, even though the guest is on the record. In addition, I have ticked the box to Soft Credit the Participant for Linked gifts from other donors.
Why is this happening and how do I fix it to SC the participant and link the gift to the guest?
I can send screen shots of my set up and a sample file if necessary.
Please help as we are launching a website next week that needs this functionality!!
Now I tried another import and I am prompted to update the registrant to the guests that are being imported which updates the constituent record! What is going on??
A
Amanda Allen
said
over 7 years ago
Hi Kim,
A sample file and your IOM profile will be great. I want to make sure I'm replicating your set up. To send the profile to support@omaticsoftware.com:
* IOM Configuration * Highlight the profile you are using * Right click on its name and choose to export * Send me the .xml file that is created * It will be named in this fashion: IOM_Profile_Export_ .xml
Kim Matousek
Hello,
I successfully imported the Guest. When I import the gift it is not linking to the guest, even though the guest is on the record. In addition, I have ticked the box to Soft Credit the Participant for Linked gifts from other donors.
Why is this happening and how do I fix it to SC the participant and link the gift to the guest?
I can send screen shots of my set up and a sample file if necessary.
Please help as we are launching a website next week that needs this functionality!!
Thanks heaps in advance!!!