You do not have the luxury of the drop down menus for campaigns, funds, appeals, etc. and the controls you get in Batch/RE (limiting certain campaigns to certain funds, warnings when someone has an outstanding pledge, event registration, proposal, etc.)
Greg Workman
We're internally debating if this process is going to be faster than inputting directly to batch. We're finding that the file is becoming very large. I'm curious to hear from other users who are using IOM for gift entry and details on their process (do you create new records prior to importing, do you go back and do clean up after the import or try to get everything in the load?)
Any thoughts would be much appreciated.