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Guests Gifts and SC not linking to event and participant
2 CommentsSorted by Oldest First
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??
What is going on??
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
Thanks!
Amanda
Omatic Support
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
Thanks!
Amanda
Omatic Support
Help Desk Software
by Freshdesk Support Desk
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!!!